To make it even easier for you to stay connected with your financial professional and your information, you need the right technology.
The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from anywhere, anytime. This allows you to focus on your financial aspirations and how you’re trending towards your goals.
With a modernized dashboard, you get a simple view of your account information so you can see everything in one easy-to-understand view. Connectivity and convenience- that’s what the Account View 2.0 experience delivers.
Account View 2.0 allows investors to: