YOUR ACCOUNT

We now have two different platforms available to our clients to access brokerage account information and transactions.  Check out the features of both systems and decide which is the best fit for your situation.  

Multiple accounts within one household can be linked to provide one-stop access to your account information! 
 To obtain an ID and Pin to access your account on-line, complete the form provided at the bottom of the page.


Investor360°®
 

Our newest platform, Investor360°®, provides our clients with easy access to up-to-date account information for brokerage accounts, directly held mutual fund accounts and annuity contracts.

4myaccount!

Many clients have obtained an ID and PIN to access to brokerage account information through the 4myaccount! platform.  This feature is still available and may be your preferred choice for viewing account history!

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*Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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