Online Account Access (Investor-Connect®)

Client Log in  ♦  www.investor-connect.com  

Using Investor Connect® you can view your accounts online, 7 days a week, 24 hours a day. Click on the above link and get access now. 

Investor-Connect® is your online connection to your accounts and market information and is dedicated to delivering you the information you want. Exciting enhancements to Investor Connect bring you even more valuable information about your accounts and the market:

Once you’re registered, you will receive a password — and then you're ready to go. If you ever need assistance, you can find help online or directly contact the Connect Help Desk via e-mail or the toll-free number: 888-870-4829.

It’s easy to sign up for Investor Connect®. You can register online directly through the site. Registration instructions and a demo can be found on www.investor-connect.com.

Here are some of the features you will find on Investor Connect®:

YOUR ACCOUNTS AT A GLANCE

• A home page summary of your account values will show you, at a glance, exactly where your accounts stand.

• In a quick click, you can update your accounts with intraday prices (market information is delayed approximately 20 minutes.)

• The Stock Watch area displays the price quotes of the companies, mutual funds and market indices you choose.You can add or remove names whenever you want.

 YOUR ACCOUNTS IN DETAIL

• The Quick Links section on the home page will take you, in one click, to detailed information about your accounts.

• Transaction Detail provides a chronological record of all account activity for up to 15 months.

• Investment Access® clients can track all check and ATM transactions for up to 15 months.

• You can view your year-to-date taxable and nontaxable income earned by your investments in the current year.

• You can view trades that have been placed in your accounts but not yet executed.

 YOUR ACCOUNT DOCUMENTATION ONLINE

You can view and print your account statements, trade confirmations, tax documents and other important shareholder information directly from the site.

 PORTFOLIO TRACKER

• Portfolio Tracker lets you virtually consolidate all of your stocks and mutual funds so you can keep track of them in one place, even if you hold them at various institutions.

• You can also build virtual portfolios.You specify the securities, quantities and purchase information for each of these portfolios.

• Portfolio Tracker is the easy way to keep tabs on several portfolios at once.

 INVESTOR CENTER

The Investor Center delivers company profiles, quotes, charts and market news and offers six financial calculators.

• Do you want to learn more about a particular company on the market? Tap into Investor Center’s company profiles, stock quotes, quick charts and news.

• Do you want to take a more detailed look at a stock? Use the interactive charts and choose the details you want to see, and even compare stocks side by side.

• Do you want to track where you are, or where you want to be, in your savings and investment programs for some of life’s major events? Try out our six calculators:

  — Retirement Planner Calculator
  — Net Worth Calculator
  — Buy or Lease Calculator
  — Education Calculator
  — Mortgage Planner Calculator
  — Life Insurance Calculator
   

Talk to your Financial Consultant today about the easy online registration process for this great client service.

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