Viewing Accounts Online

What You Need to Know about Viewing Your Accounts Online

Log In with your User Name and Password for secure access to your accounts. Once logged in, you can view account balances, conduct online transactions, and access exclusive financial tools and information.

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.

Viewing Your Accounts Online

1. Register for online account access by selecting the lock icon at the top of most pages on our website.
2. When the lock icon expands, select Register for online account access to get started.
3. 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 setting up multifactor authentication methods.
4. Log In with your User Name and Password.

*Workplace Retirement Plan Accounts will use a zip code in place of an account number.