Other Applications

Access Online

As the world becomes increasingly “wired,” more and more investors — from retirees to Gen-Y — expect regular, online access to their accounts. Our answer to their needs is the Access Online program. Both convenient and easy to use, Access Online is designed to strengthen the advisor/client relationship by helping to:

  • Build Trust: Validate and compliment the financial professional’s advice by referring clients online for news and research.
  • Inspire Confidence: Help clients feel they are in control of their money with 24-hour access to statements, tax information and account values.
  • Foster Personalization: Customized views and alerts help clients understand precisely how their accounts are monitored.
  • Go Paperless: Clients can view account statements, trade confirmations and tax documents/1099s as soon as they are created.

Access to online 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.