AdvisorClient
Give clients real-time access to their accounts
Sure, you want your clients to stay connected to you and reach out whenever they have questions. But today’s clients want to know that they can easily get the information they want any time of day.
Give them a secure and simple way to access account balances, positions, transaction history, and more with AdvisorClient. They'll also be able to select e-delivery of documents related to their account once they've logged in. You'll be providing great service while saving precious time. And when clients have bigger needs they can quickly access your personalized contact information at the top of each screen.
Individual and combined account views
Account balances, positions, and transactions
Detailed quotes and third-party research
Remaining retirement account contributions & required minimum distributions
Asset type summary pie chart
Self-enrollment and customizable access levels
Mobile app available
Select e-delivery of documents
| Your clients can use AdvisorClient to quickly and easily: | |
| • | View individual or combined accounts |
| • | Access transaction history by account |
| • | Review remaining retirement account contributions and required minimum distributions |
| • | See their asset type summary |
| • | Use the Market Snapshot to get a better understanding about what’s happening |
| • | Find information about their holdings and stock exchange symbols |
| • | Select paperless/e-delivery of documents including statements and account documents, trade confirmations, and tax forms |
| • | Complete simple account updates such as changing addresses or updating phone numbers |
| • | Offer view-only access to a spouse or other trusted professional |
| They can also download the AdvisorClient mobile app for their AndroidTM or Apple® devices and access their account information whenever, wherever they want. They’ll get: | |
| • | Consolidated account views |
| • | Remote check deposit |
| • | Detailed quotes |
| • | Third-party research |
| • | Quick access to Advisor contact info |
