Provide your clients the ability to easily and securely access their accounts and stay up to date on their account balances, positions, transaction history and more with

Your clients will see pages that are personalized with your name and contact information at the top of each screen.

AdvisorClient features include:

  • Global site menu for one-click access to virtually all areas of the website
  • A search box for information on symbols and other information pertaining to your holdings
  • Individual account or combined account views
  • Prominent display of top 8 holdings and biggest 8 movers
  • A convenient Market Snapshot
  • List of latest transactions by account
  • A customizable dock feature to leverage the space available on larger monitors

Stay connected with the AdvisorClient Mobile App


AdvisorClient Mobile enables clients to view their real-time account balances, positions and transaction history from their Android™ and Apple® mobile devices.

Other convenient features include:

  • Consolidated account views
  • Remote check deposit
  • Detailed quotes
  • Third-party research
  • Quick access to Advisor contact information

Clients can download AdvisorClient Mobile in the Apple AppStore and the Google Play™ store.


Apple and iPhone are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark of Apple, Inc. Android is a trademark of Google, Inc.