Online Investment Account Access

Need to know your account balance NOW?
Want to review your last statement at 2:00 AM?
With online access, you will receive:

  • Online access to view your account statements and trade confirmations
  • Portfolio tracking
  • Positions monitoring for held securities….(equity positions updated with a 15-minute delayed quote)
  • Real-time quotes (100 free for signing up and 100 quotes per trade thereafter)
  • Free delayed quotes (unlimited)

Sign up today:

  • Have your brokerage account number ready
  • Go to our online brokerage access site: Secure Log In
  • Click on the button marked Activate an Online Account
  • Complete the online access activation screen
  • Create your personal password
  • Click the submit button

That’s it! You’re activated.
The first time you access your brokerage account online, you will be asked to review important disclosure information.

And then, once you access your brokerage account online, you can stop the paper and choose eDelivery! Receive many of your account documents electronically. Review them. Save them. Print them. Delete them. It’s your choice-you have the control. Save a tree and elect to receive your investor communications electronically. It’s the GREEN thing to do! Here’s how.

Make sure you have activated your online account viewing first, then follow these steps to enjoy eDelivery:

  • Go to our online brokerage access site: Secure Log In
  • Access your account
  • Click on My eDocuments
  • Follow the onscreen prompts
  • Click the submit button
  • Click on the link in the e-mail and log in.

That’s all there is to it. We will e-mail you when you have a communication ready.