Get the power to view summary of your complete financial picture online—whenever you want, from any Internet connection, with Investor360°®, including:
• See your account balances and a detailed position breakdown for each account as of any date range.
• View balances and positions, as well as performance, for all your accounts held with us in one easy-to-read, consolidated report.
• Check on recent and historical transactions within your accounts.
• Link to other accounts, such as your spouse’s or children’s, held with us. (Restrictions may apply.)
• Review account and contact information, listed beneficiaries, and other named individuals
• View documents that our firm shares with you in a secure document vault.
• Eliminate paper statements and trade confirms, and view and download current and historical account statements and trade confirms
• Get real-time price quotes and charts for traded securities.
• Import account information to TurboTax for easier, more efficient tax filing.
Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.