December 30, 2019

Client Access Updates and Future Changes

2019 brought many updates and improvements to Client Access. The following updates apply to both the full Client Access desktop site and mobile app.

  • Summary Page
    Recent enhancements to the Client Access Summary Page provide better at-a-glance insight into available cash and account performance.
  • Available Cash Display
    Summary information for Available Cash now appears on the summary page. Previously clients had to refer to the “classic view” of legacy Investor Access to see this information at a glance. IMPORTANT: The available cash number (which matches true cash on the holdings page) does not include cash that is held in money markets.
  • Report Enhancements
    Value Over Time and Asset Growth reports on the summary page now include all open accounts by default instead of one account at a time. This makes it easier for clients to visualize the progression of their accounts in a more effective manner than the legacy report.
  • Coming soon…
    Enhanced Authentication
    , sometimes referred to as two-factor authentication, is an easy, effective way to keep clients and their data safe. This common security feature is quickly becoming the standard login practice for protecting information online and adds an extra layer of security when clients log in to Client Access to prevent fraud and unauthorized use. Two forms of authentication are required to log in:  1. A username/password  2. A passcode sent via voice or text to the client’s cell phone or landline. The effective dates/rollout schedule are as follows: Clients who created Client Access accounts prior to May 2018 will be gradually enrolled in Enhanced Authentication over the next 9-12 months. Any Client Access accounts created after May 2018 are automatically protected.

If you have any questions about Client Access or need help logging into your Client Access, please reach out to one of our Client Advocates for assistance.

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