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Account View

Please click the logo below to access your account:

Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone. Account View provides your secure, convenient, 24-hour online access to your investment account information. 

Convenient. Easy and fast access to your statements with the ability to save and print.

Green. Play your part in the effort to protect the environment.

Simple. All it takes is one click.

Organized. No longer a need to store and file your paper statements.

Safe. Advanced security protects you from the possibility of mail fraud and identity theft.

From the home page, you have easy access to your account portfolio, quotes, market performance, news and the following additional hightlights:

  1. Your Total portfolio value and any changes in value that occurred during the day
  2. The ability to go green – mailings of statement and trade confirmations are eliminated
  3. Financial information you can export for further analysis or tracking
  4. A Pie Chart that displays how your investments are allocated
  5. A graph that presents the growth of your portfolio over a specified period of time (e.g., the current year-to-date, all available time frames, the last 12 months, previous year or custom time frame).

Go Paperless with Account View and eDelivery