Technology Support
Online Access
Online access provides a portal where you can view your accounts and stay on top of your entire investment portfolio, the markets, and the economy. You will receive a common experience across desktop, tablet, and mobile.
Enrollment
You must be enrolled before using this service. There are two methods to enroll in this service:
Self -Enrollment
Client-Assisted Enrollment
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Client calls 1-877-488-3748 (available 24 hrs a day / 7 days a week) to enroll for view-only access to their accounts through Access Online.
Resetting Your Password
If you need to reset your password, please select the "Forgot Password" link or call 1-877-488-3748 (available 24 hrs a day / 7 days a week) to enroll for view-only access to their accounts through Access Online.
Accessing Online Access
You can access the service using the Login icon in header of this page, or by clicking here.
M&C Mobile App
The M&C Mobile App provides the same features as the online access website but in a native mobile application for iOS and Android devices.
Prerequisites
System Requirements:
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Device running iOS v9.0 or later (iPhone and iPad)
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Mobile or tablet device running Android v6.0 or later
Account Requirements:
You must be enrolled in mobile access (see above) first to use this service. Once activated with Online Access, you will use these same credentials for this mobile application.
Installation
Click the links below to access the appropriate app store for your device and download and install the application.
Troubleshooting
Access Issues:
For any account or access issues, first attempt to login with those credentials used for the Online Access website. This includes password resets. These must be resolved using the Online Access website.
If, after accessing the Online Access website successfully, you continue to have issues utilizing the mobile app, contact:
Known Issues:
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Requirement to answer authentication verification questions.
You may be re-prompted to answer verification questions, even if you selected the option to "remember this account on this device". We are working to resolve this issue as soon as possible and will update this page when the issue is corrected.
Google Hangouts Meetings
Moors & Cabot utilizes Google Hangouts Meeting service for high definition audio and video meetings.
System Requirements:
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A Windows or Mac PC, Chromebook, iPhone/iPad, or Android device
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Meet works with these browsers:
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Video call requirements:
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Broadband connection to the Internet
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A built-in web camera or external USB camera
Note: Other devices, such as virtual cameras, may not work with Meet. -
A quad-core processor or higher is required to support HD video.
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If attending Hangouts meetings from a PC or Mac, a Google account is not required. If attending from a iPhone or iPad, a Google account will be required. These can be created quickly for free by visiting this site.
Prerequisites
Installation
On a PC or Mac, there is nothing to install. The meeting uses your supported web browser. If you are attending via iPhone/iPad, or Android device, please visit the links below to download the appropriate app for your device.
Troubleshooting
Access Issues:
For any account or access issues, first attempt to login with those credentials using google.com. You can also get support for Hangouts Meet direct from Google by visiting this link.
If, after accessing the support resources above, you continue to experience issues, please contact:
Known Issues:
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Requirement for Google Account for attending meetings from iPhone/iPad.
Google is aware of this issue and is working to remove this requirement in a future release. As a workaround, create a free Google account here or use a PC or Mac to connect to the meeting, which will give you the opportunity to join as a guest.