Client: Account Features


We provide you and your advisor with online access to statements, records of your holdings, trading confirmations, tax documents, and more. more »


Automatic tax lot management, comprehensive tax lot accounting and online tax documents. more »

Cash Management

FDIC insurance coverage through a network of banks that participate in our Cash Sweep Program. more »

Privacy & Security

We protect your personal account information and your assets with proven technology and processes. Member of SIPC. Securities in your account protected up to $500,000. For details, please see more »

Margin Borrowing

You may be able to borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts. more »