Dear Clients, We are performing system maintenance on Saturday, July 11 at 8:00 AM Pacific / 11:00 AM Eastern until Sunday, July 12 at 8:00 PM Pacific / 11:00 PM Eastern. During this time, documents may not be available. Thank you for your patience.

What is Client Access?

Client Access is a secure online portal for clients to view their statements, trade confirmations and tax documents. Clients can also see market information and manage account preferences such as document delivery method.

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