Portfolio Management

Monitoring your account. It is in your hands.
No longer do you have to depend on the bank for all of your account details. Our online program puts everything right in front of you.

Once you are logged in, you have access to all of your transactions. Our convenient display window shows all the online reports and daily confirms; trade breakdowns on a daily, monthly, and yearly basis; the closing prices and total number of shares from overnight; records of all cash movements; and cash receipts and disbursements.

Finally, all your information is right at home, 24 hours a day, 7 days a week.