Broker Check

Access the account information you need

You can access your accounts 24 hours a day, seven days a week, so you can check balances, allocations or verify information. Of course, your financial advisors is your best resource to advise you on account activity and to ensure that your decisions fir your long-term financial plan.

Consolidated Account Summary

Consolidated Account Summary

Daily Values

Account and holding level detail with values updated on a daily basis.

Performance

See how your investments have changed over time.

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Financial Planning

Financial Planning

Account Aggregation

Connect all of your accounts for a complete financial picture.

Financial goal tracking

Easily add, personalize and track progress toward your financial goals.

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Brokerage Account Access

Brokerage Account Access

Access your Cetera accounts. This is for accounts beginning with 03X, 06H, A3F or 5FN.

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