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:

FAN logo.JPGSecure, 24-hour online access via computer, tablet or smartphone

FAN logo.JPGAn easy-to-use interface

FAN logo.JPGSimple enrollment that takes just five minutes or less

FAN logo.JPGAll features are available at no charge to clients