Online Account Access
Your clients have access to a private label website branded with your firm’s name. Empower your clients to receive online confirmations, statements and Forms 1099; and easily search for information, such as balances, transaction history, cost basis, tax lots, and gain/loss information. 
                                       
Cash Management Account
Privileged Access^® is an optional service that provides cash management for your clients, including check writing, debit card, online bill payment and investment capabilities.

Monthly Statements
Detailed, easy-to-read monthly statements are branded with your logo. These statements provide comprehensive views of portfolio holdings and account activity, with cost-basis reporting at your discretion. Multi-currency statements are available.  Statements for related accounts can be consolidated into one envelope to reduce client mailings.