Helping anchor your wealth and guide your course.



40 Beach Street, Suite 202
Manchester by-the-Sea, MA 01944





Online Services

Access to investments, account statements, market information and research is available 24 hours a day, seven days a week through Access Online.1

Access Your Investments

Whether you have one or multiple accounts, Access Online provides real-time access to:

  • Determine equity, securities market, and cash values on one account or your entire household with the Account Summary.
  • Review details on Balances for cash, securities market value and the buying power associated with your account(s).
  • Get detailed Portfolio information, including Holdings, Unrealized Gains/Losses, and Annual Income (categorized and sub-totaled by stocks, fixed-income, mutual funds, and more) for each account or for your account household, or choose from 20 data elements to customize your Portfolio view to what you would like to see.
  • Assess transaction Activity with advanced filtering criteria.
  • Monitor the diversity of Asset Allocation organized by primary asset classes.
  • View comprehensive information on Realized Gains/Losses for the current or previous year.
  • Get consolidated real-time market details on balances, asset allocation and holdings for one or multiple accounts with a Portfolio Report.
  • Reduce paper clutter and get secure, convenient access to Statements/Confirms/Tax Docs online.
  • View balances, holdings, and transactions in Quicken®, Microsoft® Money or Excel through Account Download.

Please contact your Financial Advisor if you are interested in Online Trading for any of your accounts.2


Use this guide to assist you in enrolling for Access Online and Online statements.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals