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ONLINE ACCOUNT ACCESS

www.investor-connect.com
Investor Connect is an online service that gives you access to your account information 24 hours a day, seven days a week. With Investor Connect, you’ll find it simple to stay up to date with your accounts. Just as important, with all your account information available anytime, you can work more efficiently with your Financial Advisor to help achieve your financial goals.

Registering For Investor Connect Is Fast and Easy
Go to our website at www.investor-connect.com and click “Register.” Fill in the online application and click “Submit.” You will be asked to enter a six-character user ID and five- to eight-character password.

You’ll Know Exactly Where You Stand — Every Day
Market information, as well as the value of your account should you choose to update it while visiting the site, is delayed approximately 20 minutes. Your current positions are updated as they change throughout the day.

Here’s a Look at Some of the Information You Can Access
Account Information — Find out how your holdings are doing throughout the day and see how they stack up versus the appropriate index. In addition, online transaction details, realized gain/loss information, unrealized gain/loss information, interactive charting and calculators, and a customizable stock watch keep account information at your fingertips.

Online Documents — Access and print many of your financial documents, including monthly statements, trade confirmations, tax documents, and shareholder information — at your convenience.

Control What Information You Receive In the Mail
If you want to cut down on the clutter in your home office or simplify the way you monitor the progress of your account(s), you can choose to stop receiving one or more of the following documents by mail and elect to access the information solely online. The choice is yours. Once the information is available, you’ll receive an e-mail linking you directly to the site. It’s that easy.

  • Account Statements
  • Trade Confirmations
  • Tax Documents
  • Proxies and Reorganization Notices
  • Mutual Fund Prospectuses

We’ll Help Guard Your Privacy
When you sign on to Investor Connect, you want to know that your business remains just that — your business. That’s why we’ve developed a comprehensive strategy to help protect the safety and privacy of your online account information. We will not allow anyone to view your account without your permission, and we require the use of a private password — known only to you — to log on. Furthermore, we encrypt all data to help prevent unauthorized users from reading your account information. So, sign on, review your accounts, and relax — your account information is for your eyes only.

If You Need Help...
Once you start using the site, we hope you’ll find it self-explanatory. But if you do need assistance, you can call our Connect Help Desk at 1-888-870-4829 weekdays from 8:00 a.m. to 1:00 a.m. Eastern Time and weekends from 10:00 a.m. to 6:00 p.m. Eastern Time or send an e-mail through the website. You can also view frequently asked questions by clicking “Help” on the top of the screen.


PROTECTING YOUR ASSETS

Our clearing firm, RBC Correspondent Services, is a division of RBC Capital Markets, LLC. RBC Capital Markets, LLC, is also a member of the Securities Investor Protection Corporation (SIPC). SIPC is a nonprofit membership corporation funded by its member security broker-dealers. SIPC protects the securities clients of its members in the event of the failure of a member firm. SIPC reimburses clients the cash value of their securities up to $500,000 per client. Any cash in a client's account would be reimbursed by SIPC up to $250,000 (reducing the $500,000 above).

RBC Capital Markets, LLC, has purchased an additional policy from Lloyd’s of London that offers coverage in excess of the protection provided by SIPC. This coverage covers additional securities and cash protection up to $99.5 million per client, of which $900,000 may be in cash. A $400 million aggregate limit applies to this additional coverage.

Note: Neither SIPC protection, nor protection in excess of that offered by SIPC, covers a decline in the value of a client’s assets due to market loss. Additional information is available upon request or at www.sipc.org.


CASH MANAGEMENT

Standard Checking
Standard checking is available for both retirement and non-retirement accounts with no annual fee.

Investment Access® Account
The Investment Access Account provides several options for easily accessing your money with a VISA® Gold Rewards Card, checking account, and bill pay options.

Electronic Funds Transfer
As a client, you can setup an ACH link between your bank and your brokerage account to automate the movement of contributions, distributions, dividends, or on demand payments.


PLEASE NOTE: When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.