Viewing Accounts Online

What You Need to Know about Viewing Your Accounts Online

Log In with your User Name and Password to view your accounts securely online.

My Total Assets

The My Total Assets page provides a bird's eye view of all accounts values.1 Each account listed is also a link that, when selected, displays the account's holdings in the main window, where you can find more information and transact.

1Updated once per business day after market close.

Steps to Viewing Your Accounts Online

  1. Select the Register Now link at the top of most pages on our website to register. During the registration process, you will be asked to provide your Tax Identification number (Social Security or Employer Identification number) and an account number, create a unique User Name and Password and set up enhanced security features, such as picking and naming a security image.
  2. Log In with your User Name and Password.