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Account View

With Account View you are able to access account information 24 hours per day, seven days per week. It is an easy and effective way to view your account information online. Account View gives you access to the following:

Click on the Account View button to access your accounts. NEW USERS: Contact Alexis at x202 for your User Name & Password

Account Balances and Summaries
-Individual accounts
-Aggregate view of all account balances, funds available, holdings
and transactions

Current or Past Statements
-Option to eliminate paper statements

Account Holdings and Portfolio Views
-Multiple views of account holdings
-Today’s intraday delayed prices

Transaction Detail
-Dividend details
-Reinvestment activity
-Debit card activity

Customized Portfolio View

Premier and Premier Plus Checking/Visa Activity
-Checking account activity
-Visa activity

The information and opinions in this website and its related email communications have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content.

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