Award Winning Online Access
Go beyond investment balances and performance. See your accounts holistically, including your current risk score and alignment to your plan, and share visibility of accounts you have with other institutions with your advisor. Stay on top of your entire investment portfolio, the markets, and the economy. You will receive a common experience across desktop, tablet, and mobile.
Brokerage overview that consolidates portfolio information
Quick access to watch list, market updates, and contact information
Link and share visibility to all your accounts, even those not held at M&C
Real-time, easily refreshed quotes; includes predictive search
Research center that aggregates news, research, and independent analysis
Capabilities shown provided by RBC Clearing Services and the RBC BLACK ©. Existing clients: Your Moors & Cabot advisor will gain access to this platform Q1 2020. Some advisors and clients will have access in advance of Q1 2020.
Secure meetings with your advisor. Anytime, from anywhere.
At Moors & Cabot, the relationship between a client and advisor is at the heart of everything we do.
At the same time, we know that you may not have the time or ability to meet locally with your advisor. We have partnered with Google, a market leader in business collaboration, to give you access to your advisor, even when you are miles away.
These rich video meetings need nothing more than a computer or mobile device with an Internet connection. There is nothing to install and only one link to click.
Are you local to your advisor, but your spouse or business partner is traveling? You can come into a Moors & Cabot branch and use one of our immersive video rooms.
This creates a more intimate and productive session, even when you include participants from far away.