Our single login platform is designed with your needs in mind. The intuitive platform for managing your account allows you to view your portfolio at-a-glance or manage your account settings. You can transfer and pay through your account, transfer funds or positions, set up direct deposit, configure Bill Pay and view your transaction history, including your Debit MasterCard®
Your account view provides a summary of your account balances, portfolio performance, market activity, and breaking news. We utilize a combination of advanced Artificial Intelligence and live support to anticipate your needs. You can analyze your portfolio, and measure your portfolio performance with a full allocation breakdown for each account.
You can also consolidate, track, and analyze your finances, combine your account with your other brokerage, checking, savings, annuity, incentive plan, and credit card accounts for a holistic view of your finances. Clients can also quickly generate account activity or performance statements using flex queries to create sophisticated analyses of your account and quickly generate risk, TCA and other reports. In addition, supplemental tax information and reporting is available for your record keeping.