Account Access
SEE EVERYTHING IN A SINGLE PLACE WITH ONE EASY-TO-USE CONNECTION
Investor360°® lets you view much of the same information we do when managing your accounts. You can:
• See your account balances and a detailed position breakdown for each account as of any date range, including accounts not held with us.
• View balances and positions, as well as performance, for all your accounts held with us in one easy-to-read, consolidated report.
• Check on recent transactions within your accounts.
• Link to other accounts, such as your spouse’s or children’s, held with us. (Restrictions may apply; contact us for details.)
• Review important facts, such as your account setup and contact information, listed beneficiaries, and other named individuals.
• View important paperwork our office has shared with you in a secure document vault.
• Eliminate paper statements and view or download current and historical account statements and eligible account documents online.
• Get real-time price quotes and charts for traded securities.
• Run in-depth reports to get even more information on your accounts.
• Import account information to TurboTax for easier, more efficient tax filing.
VIEW AND ORGANIZE YOUR FINANCIAL ACCOUNTS AND MONITOR FINANCIAL PROGRESS
emX is an interactive wealth management platform that connects your accounts in one place. You can:
• See your account balances and a consolidated view of everything you own and everything you owe, updated daily.
• Track your spending habits, monitor cash flow, and help to keep you on the right financial path.
• See your account balances and budget with a breakdown of individual accounts—even those not held with us.
• View your investments with interactive charts and detailed summaries to increase your knowledge of your financial accounts.
• Online Vault storage for important documents kept safe and secure.
• Workshops to help you understand the impact of important financial decisions and make your goals a reality.
• Review important facts, such as your account setup and contact information, listed beneficiaries, and other named individuals.
• Run in-depth reports to get even more information on your accounts.
• Access to financial education with an extensive library of videos, articles, and other resources to increase your financial knowledge.