LATEST POSTS
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May I link more than one of my accounts at Access Online?
Yes. Linking your accounts through Access Online enables you to view your accounts with different account holders, under one Access Online username and password. This may also be used to provide a third party (bookkeeper, CPA) access to view your accounts online. Here’s how: There are two ways of linking accounts in Access Online….
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Where is my account held?
Your account is held at our Custodian Broker Dealer, Trade PMR and clearing firm First Clearing LLC, an affiliate of Wells Fargo & Company.
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Is my Account protected?
Yes. Your account is protected by SIPC (Securities Investor Protection Corporation) www.sipc.org which protects securities and cash of client/investor account up to a maximum of $500,000 of which $250,000 may be in cash. Above and beyond SIPC coverage, our clearing firm, First Clearing maintains additional insurance coverage, currently through the Customer Asset Protection Company. Effective…
