Reporting Services
Reporting Services

To your clients, your brokerage account statement is one of the most visible representations of your firm. Our reporting services enable you to offer clients the clear, streamlined information they need. Working with us, you can simplify your operations and build your brand at the same time.

Client Brokerage Account Statements

  • Consistent DALBAR rating of "Excellent," recognizing our statement as one of the best in the industry
  • At-a-glance view of client accounts, activity summaries, and more
  • Consolidated, household statements with SelectLink®C

Efficiency Tools

  • SelectView® - Delivers all of your clients' statements on a single CD-ROM, for convenient and efficient storage, sorting, and retrieval
  • e-Document Suite™ - Enables you and your clients to access online copies of your clients' brokerage account statements, trade confirmations, and 1099 tax statements
  • Customizable billing support
  • Tax reporting services

Contact us today to learn more about how we can support your reporting needs.

 

Helping You Be More Efficient

For financial organizations that offer managed accounts, our Customer Billing Support (CBS) system lets you create an unlimited number of fee schedules that can be customized at the firm, office, account, or investment professional level.