Client: Account Features


We provide you and your advisor with online access to statements, records of your holdings, trading confirmations, tax documents, and more—you will always know where you stand. more »


Automatic tax lot management and comprehensive accounting help you maintain a tax-efficient portfolio, if appropriate. more »

Cash Investments

We offer expanded FDIC insurance coverage for both principal and accrued interest through a network of Sweep Banks that participate in our FDIC sweep program. more »

Privacy & Security

We protect your personal account information and your assets with proven technology and processes. Your securities investments are also secured with SIPC protection. 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 »