Online Brokerage Account Access

Online Brokerage Account Access

Find out your account balance now. View your latest statement anytime, anywhere. With online brokerage account access you can do just that.

With online brokerage access, you will receive:

  • The ability to view your account statements and trade confirmations online
  • Portfolio tracking
  • Positions monitoring for held securities (equity positions updated with a 15-minute delayed quote)
  • Real-time quotes (100 free for signing up and 100 quotes per trade thereafter
  • Free delayed quotes (unlimited)

Sign up for online brokerage today. It's easy.

That’s it! You’re activated. The first time you access your online brokerage account, you will be asked to review important disclosure information. And then, once you access your online brokerage account, you can stop the paper and choose eDelivery!

Receive many of your account documents electronically. Review them. Save them. Print them. Delete them. It’s your choice—you have the control. Save a tree and elect to receive your investor communications electronically. It’s the GREEN thing to do!

Here’s how.

Make sure you have activated your online account viewing first, then follow these steps to enjoy eDelivery: 

We will email you when you have a communication ready. Click on the link in the email and log in. That’s all there is to it. If you still have questions, contact your advisor. Start enjoying eDelivery today!

Check the background of our investment professionals on FINRA's BrokerCheck.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website if for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.