MyPortfolio+
Your clients can stay connected with direct, secure access to their accounts and documents
Keep your clients connected
Your clients will be able to:
- View their accounts anytime, anywhere
- View their balances, holdings and transaction history
- View and download account statements, tax slips, trade confirmations and more
- Take advantage of a modernized investor experience
- Access eDelivery options and electronic inserts
Quotes and markets
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View information on equities, options, mutual funds and fixed-income securities
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Current market information
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Stock quotes
Features
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Market value updates every 15 minutes
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Consolidated account view
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Modern look and feel
Got any questions?
Sales team
Take advantage of our sales team's expertise and receive personalized advice.
Email
Write to us with the details of your request or question. We'll respond as soon as possible.