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Benefits at a Glance

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

To access Account View, visit

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

1 Your total portfolio value and any changes in value that occurred during the day

2 The ability to go green–mailings of statements 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).




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