Investor Access is a secure, online portal available 24 hours a day, 365 days a year where your clients can access all of their account activity and balances in one place.

• Investor Access is integrated with Goal Planning & Monitoring so your clients can access their plan and monitor their progress anytime online.
• Investor Access is integrated with Client Center so you have the option to view the same screens as your clients to assist with any questions.
• Advanced security – Authentication procedures, firewalls and encryption technology keep critical data safe and private.

From high-level account summaries to more detailed views, your clients can get as much or as little info as they want or need, such as an overview of all accounts, asset allocations, cash management and advisor contact information.

• Access current and historical statements, account balances and activity, cost basis information and tax-reporting documents.
• Your clients can elect to receive documents electronically, including statements, confirms, annual reports, proxies and prospectuses.

Portfolio interactivity – Sort and filter up to 18 months of account activity to view transaction details.

Diversification details – Conveniently view the various asset classes held in client accounts, such as domestic equities, fixed income, real estate, and cash and cash alternatives.

Cash management – Investor Access also provides cash management features such as online Bill Pay and funds transfers.

Document delivery preferences – Customize communication preferences for statement deliveries, trade confirmations, shareholder information, proxies and other documents.

Mobile access – The most commonly used features available on the desktop version have also been optimized for select smartphones with the secure, free Investor Access app.

Investor Access is accessible from your website, giving your clients one more reason to visit your website again and again.