In our increasingly instantaneous world, clients expect immediate access to the information they want, whenever and wherever they want it. With Account View and eDelivery, clients will enjoy a timely, accurate snapshot of their investment portfolio.
Statements, trade confirmations and tax documents are delivered electronically and portfolios can be viewed in totality and exported for analysis and tracking.
Benefits of AccountView include:
Secure, 24-hour online access via computer, tablet or smartphone
An easy-to-use interface
Simple enrollment that takes just five minutes or less
All features are available at no charge to clients
