Online Account Access, Client-Friendly and Made Easy
We automatically enrol your clients to our Online Account Access System so they can stay connected anytime, anywhere.
Our Online Access System will be your clients’ one-stop source for information on their accounts, statements, and transaction history. From there, your clients will be able to:
- View their current investment accounts, including holdings, performance, and more.
- Access historical account statements, trade confirmations, and tax documents.
- Sign up for e-Delivery and receive notifications when their documents are available online.