We provide your clients with direct, online access to statements, records of their holdings, trading confirmations, tax documents, and more. Your clients can always know where they stand. more »
Your clients can vote their own proxies. Clients can also designate you as their advisor, or another person, to vote on their behalf. more »
Eight automatic tax lot management strategies to choose from and comprehensive accounting help you better manage tax efficient portfolios for your clients. more »
We continually improve our account security to protect your clients’ personal information. We protect your clients’ investments with supplemental insurance in addition to our SIPC protection, and we offer extended FDIC Insurance for cash investments. more »