Online Enrollment Request
Access Online provides our clients with access to account information including positions, activity, and balances as well as functionality such as:
Accounts - offers a summary view of all accounts in a given household. Clicking on "Household Summary" displays a household asset allocation by security type. Clients can also view by individual account: activity, detail, cost basis, asset allocation, and Medallion transactions. We offer under the Account Detail tab the ability to download account information into Excel.
Markets - provides an overview or snapshot of the market including Market Snapshot (Most Active, MarketWatch, Word on the Street, Market Movers and Inside Wall Street), Quotes, Market News, Major Indexes, Analyst Coverage (Upgrades, Downgrades, Initiated, Resumed and Reiterated) Earnings Information (Releases, Surprises, and Warnings), Economic and IPO Calendar, and Stock Splits. Sources of this information include Briefing.com, S&P, and CBS MarketWatch.
Quotes and News - provides Quotes, News (Reuters, Business Wire and PR News Wire), Charts (1day to 5 years), Research Report (Wachovia Securities and S&P), Market Monitor (a quick summary of the markets, quotes, fundamentals, charts, the latest news, and mutual funds) and My Watch List (personalized list of securities).
Commentary - offers Market, Technical, and Economic Commentary from Wachovia, Sector Ratings from Briefing.com and Market, Technical, Economic, International, and Technology Commentary as well as Equity Insight, Outlook Insight, Takeover Talk, Industry in Focus, and Stovall's Sector Watch, from S&P.
Calculators - provides a starting point to the financial planning process. These calculators will help in defining your goals, assess both resources and needed steps to achieve financial success in six key areas: Accumulation Planning, Education Planning, IRA Planning, Retirement Planning, Survivor Needs Analysis and Estate Preservation.
Research - from Wachovia and S&P. Wachovia is offered in several forms: Latest Reports (last 10 days of published reports), By Industry and Search Reports. Research Highlights has been refocused and now represents the Wachovia Equity Research Target Stocks List.
The Settings - allows clients to establish settings and change passwords.
Help - this tab will offer General Help, FAQs divided into three categories (Administrative, Account, and Technical) and both a Financial and an Internet Glossary.
Clients will be able to view all of their account balances together or each account individually. This service is available to our clients.
To sign up to view your accounts online, please contact your Financial Advisor.
To find out more about our many products and services please contact the office located nearest you.
Click here to view the Access Online Demo