Account Access

TECHNOLOGY TO MEET THE CHANGING NEEDS AND PREFERENCES OF INVESTORS

Clients can access their investment accounts online and see a similar experience across devices (desktop, tablet, mobile). This secure online service provides a convenient portal for your clients to view their accounts and help them stay on top of their entire investment portfolio, the markets, and the economy.1

Access Online

Access Online screenshots in various devices

Secure access to client accounts

Features include:

  • Brokerage overview that consolidates portfolio information.
  • Quick access to watch list, market updates, and contact information.
  • Prominently displayed Envision® score.
  • Real-time, easily refreshed quotes; includes predictive search.
  • Research center that aggregates news, research, and independent analysis.
  • Intuitive trading experience that flows naturally; accessible from multiple places.

1Access to on-line services may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons. During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.