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Account Access

Accessing your brokerage account online means more than just viewing a summary of your account balances. It means being interactive with your investments 24 hours a day, seven days a week, when it is convenient for you.

With Access Online, you will have secure access to tools and features that allow you to do the following:

  • View your account balances, holdings, activity, unrealized gain/loss, and more
  • Access electronic versions of account statements, trade confirmations, tax documents/1099s, and shareholder communications (proxies and prospectuses)
  • Obtain real-time quotes, news, charts, company profiles, ratings, research reports and industry comparisons
  • View research from S&P and others
  • Utilize helpful tools such as screeners, watchlists, streaming quotes in Portfolio Tracker, calculators, and more
  • Download your account information into Quicken® or Excel®
  • Receive alerts for executed trades, market changes, news and industry