MENU

Client: Account Features

Reporting

We provide you and your advisor with online access to statements, records of your holdings, trading confirmations, tax documents, and more—you will always know where you stand. more »

Taxes

Automatic tax lot management and comprehensive accounting help you maintain a tax-efficient portfolio, if appropriate. more »

Cash Investments

We offer expanded FDIC insurance coverage for both principal and accrued interest through a network of Sweep Banks that participate in our FDIC sweep program. more »

Privacy & Security

We protect your personal account information and your assets with proven technology and processes. Your securities investments are also secured with SIPC protection. more »

Margin Borrowing

You may be able to borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts. more »