AccountView is a technology that gives you access to your financial accounts, statements, secure documents, and view how they are trending towards your goals. It is also a way you can access financial proposals and connect with your financial advisor.

Benefits of AccountView include:

• Quick enrollment in less than 5 minutes
• Easy-to-use modern interface
• Secure, 24-hour online access via web portal or mobile app
• Integrate information directly into WealthVision
• Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)

Watch the AccountView video.