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- My Access/
- Instructional Guides
Instructional Guides
We offer a comprehensive set of features for registered clients to help you manage your finances. The following instructional guides will help you get started. If you have not registered on our site, please follow these instructions. (PDF).
Account Transactions and Maintenance
- Export transactional activity to a spreadsheet (PDF)
- Submit orders online for equities, mutual funds, options and fixed income securities (PDF)
- Move funds swiftly and safely between your accounts and other financial institutions (PDF)
- Pay your bills online — for free (PDF)
- Import your 1099 tax information directly into TurboTax ® (PDF)
- Retrieve check images and request check copies (PDF)
Portfolio Views
Communication and Customization
- Enroll in E-Delivery online (PDF) For Account Owners
- Enroll in E-Delivery by paper application (PDF) For accounts not linked to a Social Security Number
- Communicate with your Financial Advisor advisor via secure email (PDF)
- Receive timely email or mobile alerts on market data, research and end-of-day portfolio pricing (PDF)
- Access multiple statement consolidations under a single User Name and Password (PDF)
- Set up Sub-user access to your account information for your child or employees (PDF)
- Enable Interested Party Access to your account information for your investment advisor or accountant (PDF)
- Customize the home page based on your preferences (PDF)
- Nickname your accounts for easier identification (PDF)
For more information, please contact your Financial Advisor.
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