Online Client Access

Secure, 24/7 online access to your investment accounts

Client Access gives you the freedom to access and monitor your accounts on your terms—on virtually any device. You no longer have to wait until your monthly statement arrives or search for an old statement—everything you need is stored securely online.

Whether you want to get a look at the big picture or analyze the details of your portfolio by account, type of investment, or both, the information you’re looking for is right at your fingertips.

Client Access delivers the information precisely when, where, and how you want it.

Securely view:

• Current and historical statements
• Account balances and activity
• Key data including unrealized and realized gains and losses
• Cost basis information
• Tax-reporting documents

Monitor your accounts on the go

The Client Access app makes it easy to monitor your accounts and view up-to-the-minute market information on your smartphone or tablet.

Comprehensive account overview

The summary screen allows you to quickly see the current market value of your accounts, a snapshot of your asset allocation, and a customizable stock watchlist.

Asset allocation analysis

You can view the various asset classes held in your accounts including domestic equities, fixed income, real estate, and cash/cash alternatives. An additional screen allows you to see a breakdown by product type such as mutual funds, individual equities, and bonds.

Securely store your vital documents

Vault is a secure online platform where you can upload, organize, and store digital copies of vital documents – from financial statements and planning documents to passports and photos of valuable assets – quickly and safely. Vault also enables you and your advisor to collaborate in real time on uploaded files.