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Client Access
Your Client's Online Account Access Tool


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

Client Access can give your clients full access to view daily information on their balances, positions, 90-day history, order status, and account registration data. This user-friendly service makes account viewing and trading easy, even for first time users. Plus, it gives you the ability to monitor what your more self-sufficient clients are doing with their online accounts.






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