Sign Up Information

Access Online provides you the ability to view your accounts online and has the important features and functionality that you demand.  Through Access Online, you will be able to view market highlights; commentary and analysis; quotes and research; real-time account information; unrealized gains/losses and much more. Account information can also be downloaded into Quicken or Microsoft Money.  If you wish to learn more, view our online demo or call Access Online at 1-877-488-3748.

Here are some new features added to Access Online as of July 25, 2008:

• Extend the Online Document archives up to seven years for Account Statements, Trade Confirmations and Tax Documents/1099s.  The current archives for these document types are 13 months, 400 days and 3 years, respectively.
• Add the ability to search for historical stock quotes by specific date or date range.  This feature will be added under the Quotes & Research tab > Stocks & Options section, as well as to the Quote box results.
• Add an Estimated Income view to the Portfolio page so that when selected, clients can view estimated interest and dividend income for the upcoming 12 months.

We encourage you to sign up for paperless services through Access Online such as e-statements, e-confirms, ACH, and more.