Get 24/7 access to your accounts, positions, and balances. It’s easy, and takes just a few minutes.Enroll Now >
Connect with your portfolio, market data, and more.
Tap into a broad range of information that you can use to track your portfolio and gain insight into market events, including:
With your online brokerage account, you’ll always see your account history, including the following:
*Three years of tax documents currently available; over time, availability will increase to seven years of documents
We’ve made enrolling quick and easy:
Download the Wealthscape Investor mobile app to manage your account on the go.
It will let you view your positions, balances, and transaction history from your iPhone®, iPad®, AndroidTM, and other smartphones.
Remember, once you complete the enrollment process in Wealthscape Investor, sign up for eDelivery by clicking the Go Paperless link. With the added benefits of eDelivery, you’ll receive an email as soon as your documents are available online. View statements, trade confirmations, prospectuses, shareholder reports, letters, tax forms, and other eligible correspondence.
Once enrolled in eDelivery, online delivery will begin within 24 hours. You may also receive paper documents already printed, depending on the timing of your enrollment. Any changes made to your eDelivery preferences may take a full statement cycle to be implemented.Enroll Now >
*To receive eDelivery, you must have an active online brokerage account with your participating financial institution.
Get access to your positions, balances, and transaction history from your iPhone®, iPad®, AndroidTM, and other smartphones. You'll also be able to deposit checks into your brokerage account straight from your mobile device.Enroll Now >
Maximize your brokerage account experience online and with our mobile appsDownload Now >
Get convenient access to important tax and regulatory information.