Advisor account inquiry
Investors need to contact their Investment Advisor or representative to access account information.
Support and registration
Contact us at: 1-800-530-0204
Monday – Thursday, 8:00 a.m. – 7:00 p.m. EST
Friday, 8:00 a.m. – 6:00 p.m. EST
Advisors can access important client information, including:
- Account details
- Transaction histories
- Duplicate statements
- Tax slips & contribution receipts
- 10% DSC Free reports