Services/ CUSTODY SERVICES - Reporting
24/7 Account Access
You and your team have online access to your confidential account information 24 hours per day, seven days per week, letting you work the way you want to work – more efficiently and according to your schedule.
WebConnect
Our powerful Internet based application provides these features:
- Real-time view of activity, either trade date or settlement date based
- Instantaneous access to historical listing of asset balances, market values, cash information, transactions and ending trades, as of holdings positions and transaction history for 18 months
- Account grouping – consolidate up to 20 accounts, allows clients to review relationships and analyze, evaluate and compare related accounts
- Fully downloadable information for reports or analysis
- Online access to statements
- Built-in security and safety controls
|
|