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)
Request access to your online brokerage account today. It's easy.
- Ask your investment advisor for an invitation
- Wait to receive an enrollment email in your inbox
- Activate your account by completing the enrollment steps
- Verify your account with a code sent to your phone
Receive many of your account documents electronically. It is less paper and more secure. 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.
Go Paperless:
- Access your account
- Go to My Profile > Account Settings
- Select the eDelivery option for eligible documents you prefer to receive online
- Click the submit button
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 about our online brokerage account set up, 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 CFG STC Insurance Agency LLC), 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, other important information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com Located at: 345 East Grand Ave, Beloit, WI 53512 800-667-4401