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Account Login

How We Work


Using Investor Connect®, clients can go online to view their account information and activity.

Here are some of the features clients will find on InvestorConnect:

  • Summary of all accounts
  • Asset details (cash, money market funds, securities and account values)
  • Intraday pricing of your clients’ security positions
  • Unrealized gain & loss
  • Today’s trades
  • Open orders
  • Historical account activity
  • Delayed quotes
  • Charts, news and the day’s most actives
  • Connect Magazine (financial commentary and feature articles)

Plus, paperless reporting functionality allows clients to elect to receive statements, confirms, tax documents, proxies/reorganization notices and/or mutual fund prospectuses electronically instead of through the mail.

Simple registration process

Clients will find it easy to sign up for Investor Connect and it’s free. They can register online directly through the site. Registration instructions and a demo can be found on

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.