CLIENTS

Log-in

We are pleased to offer our clients the opportunity to view their account(s) online in a secure environment. You will have been assigned a confidential password, which you can use to access your account(s). You may change your password at any time. The following reports are available to you:

• PORTFOLIO APPRAISAL*

• REALIZED GAINS AND LOSSES**

• PURCHASE AND SALES**

• INCOME AND EXPENSES**
  (NB: Ex-Date on report is incorrect)

*Certain activity (including purchases and sales, dividends, and withholding of taxes on foreign securities) in your account is not reflected in your Portfolio Appraisal until the following business day.

*The price of the securities as stated in your Portfolio Appraisal report are updated daily as of the close of regular market hours except as follows:

The price of municipal securities is the closing price on the last business day of the previous month. The price of all other securities (e.g., convertible debentures, warrants, etc.) is as of the prior day's close.

**Please note that these reports are as of the dates indicated on the reports.

Tax Information

Please click here for the latest information on taxes.