Access Online Overview

With Access Online, you have convenient and secure access to your accounts anytime and anywhere you have internet access.*

  • View your portfolio holdings, activity, performance, gain/loss detail, and more.
  • Access electronic versions of account statements, trade confirmations, tax documents/1099s, and other brokerage documents.
  • Obtain real-time quotes, news, charts, and ratings.
  • View research from S&P and others.
  • Utilize helpful tools such as screeners, watchlists, and streaming quotes in Portfolio Tracker.
  • Download your account information into Quicken® or Excel®.
  • Receive alerts for trade executions, market or balance changes and news.

     

*Access to the service 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.