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Financial Professionals


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Account Update
Your Online Account Maintenance


Advisor ChannelAccount ManagerAdministration ToolsAccount UpdateClient AccessDaily e*StarManaged OpportunitiesManagement ReportsMy WebsiteNon-Brokerage Order EntryOnline Answer CenterOnline FormsPlanning ToolsSA BrokerSecure Message CenterSupervision Tools

The Account Update system makes it easy to facilitate changes to client account information. Instead of having clients sign and mail forms, Securities America representatives simply access the Account Update system to make changes to one or many accounts in just minutes. The Account Update system saves your office time and headaches.






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