We provide online reporting tools, electronic statements, tax documents and more, so that you can review important information about your accounts.

Performance Reporting

You can review how your investments are performing with our online reporting.

Statements, Confirms, Billing Notices, and Transaction History

We deliver account statements, trade confirmations and billing notices. We deliver these electronically to the Statements & Tax Records page, accessed securely through your log in. Transaction history reporting lets you view up-to-date information on activity in your accounts.

Monthly Statement

Your monthly statement shows the month end balances of your accounts and individual identified portfolios, known as folios. It also provides a summary of your activity, interest and dividends paid, cash balances deposited with each of our FDIC Insured partner banks and other important information.

Trade Confirmation

Each time a trade is placed, we deliver an electronic trade confirmation describing the details of the trade to your Statements & Tax Records page.

Tax Reporting

1099’s, RMDs, 5498’s

We provide tax forms electronically to your Statements & Tax Records page.