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Client Account Features

Reporting

We provide your clients with direct, online access to statements, records of their holdings, trading confirmations, tax documents, and more. Your clients can always know where they stand. more »

FOLIOVote

Your clients can vote their own proxies. Clients can also designate you as their advisor, or another person, to vote on their behalf. more »

Tax Management

Eight automatic tax lot management strategies to choose from and comprehensive accounting help you better manage tax efficient portfolios for your clients. more »

Privacy & Security

We continually improve our account security to protect your clients’ personal information. We protect your clients’ investments with supplemental insurance in addition to our SIPC protection, and we offer extended FDIC Insurance for cash investments. more »