Clients wishing to benefit from the service should contact us by telephone or by email to register their email addresses and obtain client IDs and passwords. Click here for contact information.
The customer portal provides a summary of all of an investor’s accounts valued at the previous business day’s closing prices, details of the value of each account and each security and cash transactions going back two years.
Clients already registered to use the service should click here to be taken to the customer portal. Click here