You can view the performance of your accounts for the previous quarter, year to date, and the rolling 12 months. Personal Performance can be accessed from the History options.
Stay up-to-date with Weekly Market Recaps and Weekly Economic Updates from our Market Insights team. Look for Insights into the markets on the left side of your Account Summary.
Enhanced appearance and navigation
Account Activity Alerts
You will now have the option to receive instant account alerts by email when you perform a transaction or update your account online. For more information, please see the eDelivery Options located in the Preferences section on your account.
Contact Information and Electronic Delivery Preferences
You can now manage your contact information such as phone number, email address, and electronic delivery preferences online. For more information, please see the Preferences section on your account.