Access My Portfolio

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move. With the app's simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include: -A dashboard summarizing your investment account(s), market value, and how your money is invested -Graphical views showing the value of your investments over time -Landscape views for more detailed views of your account(s) You must currently have access to the online AccessMyPortfolio.com site to be able to use this application. For assistance in registering, please contact your financial advisor.