Account Access
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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.
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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.