Account Access


Using Investor Connect®, clients can go online to view their account information and activity. 

Here are some of the features clients will find on InvestorConnect:

  • Summary of all accounts
  • Asset details (cash, money market funds, securities and account values)
  • Intraday pricing of your clients’ security positions
  • Unrealized gain & loss
  • Today’s trades
  • Open orders
  • Historical account activity
  • Delayed quotes
  • Charts, news and the day’s most actives
  • Connect Magazine (financial commentary and feature articles)

Plus, paperless reporting functionality allows clients to elect to receive statements, confirms, tax documents, proxies/reorganization notices and/or mutual fund prospectuses electronically instead of through the mail.

Simple registration process

Clients will find it easy to sign up for Investor Connect and it’s free. They can register online directly through the site. Registration instructions and a demo can be found on


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