Knowledge Center
Client Access How to Videos
Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.
Setting Up Enrollment
Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.
Adding External Accounts
See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.
Sorting and Filtering the Portfolio Page
View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.
Setting Up
Paperless
Delivery
Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.
Customizing the Summary Page
Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.
Locating Documents
Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.
Sharing Files in Vault
Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.
Setting Up Enhanced Authentication
Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.
Using Enhanced Authentication
The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.
Making a Mobile Deposit
Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.