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 at the moments when it is convenient for you. When you enroll your
brokerage account(s) with Access Online, you will have access to many new tools and
features that will allow you to do the following:
- View your account balances, holdings, and performance
- Get real-time quotes on various investment securities
- Place trades and orders on stocks, and options
- Create up to four watch lists with 100 symbols each
- Review your Portfolio Report for one or multiple accounts
- Research and learn about retirement, wealth, and investment planning
- Download your account information into Quicken® or Microsoft®
Money
- Receive alerts for executed trades, market changes, news and industry
Navigate through this demo, to become familiar with all of the features and tools above
and many more. Use the tabs at the top of the demo as well as the links in the left
navigation side bar to explore what an Access Online account can do for you.
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To enroll today, please contact your Financial Advisor.