AltaAccess Online Demo

Welcome

Getting Started

View Accounts

Trade Online

Admin Options

Electronic Delivery

Secure Message Service

Account Summary screen. For larger view, see below.

View Account Details

A summary of your holdings appears on this screen. Account and portfolio details are updated only after trade orders have been approved and executed.

You have access to additional information like transaction history and performance, with the click of a mouse. See how long your account has been open and how your funds have performed over different time periods.