Setting up your login is simple. Just go to AdvisorClient.com, and select “Get started.” You’ll be guided through a short, easy process to create your user ID and password, attach accounts to your user ID, and customize your communication preferences. Then use the following tips to enhance your experience:
- Under the My Account menu, you’ll find more detailed information about your balances, positions, statements, and tax documents. You can also set up watch lists to keep an eye on positions you find interesting.
- In the Client Services section, you can create custom labels to identify each of your accounts, request that specific accounts be added or removed from view and more.
- Visit the Apple® App Store® or Google Play™ store to download the AdvisorClient Mobile App. You’ll have remote access to many of the great features offered on AdvisorClient.com, with the added bonus of a remote check deposit feature.