Online Financial Services
Access Your Account Information Online
Through Access Online, you have access to up-to-date, detailed information about your accounts, including the ability to:
- View real-time account information for your individual accounts as well as your portfolio as a whole
- Download your account information into Quicken®, Microsoft® Money or Microsoft® Excel
- Review any combination of your accounts with our Portfolio Report, which provides real-time balance, an asset-allocation pie chart and details of all your holdings compared to their market value the previous day -- all in one consolidated report
- Enroll to receive electronic statements, trade confirmations, tax documents and/or shareholder communication materials (proxies, prospectuses, annual reports, etc.)
Additional Online Financial Services
In addition to accessing your account information, Access Online lets you:- Get real-time quotes, news, charts, company profiles, ratings, research reports and industry comparison
- Set up Market Alerts on individual securities, entire portfolios or specific industries to be sent to any device with an e-mail address (PC, cell phone, pager or PDA)
- Access our online Tax Center, which offers calendars, tax schedules, IRS forms, checklists, guides and articles for your tax-preparation and planning needs
- Launch Portfolio Tracker to get 20-minute delayed streaming quotes, news and charts on your desktop and receive updates throughout the day on market indices, securities and breaking news on your portfolio
- View proprietary research from Wachovia Capital Markets, LLC (an affiliate of Wachovia Securities and a subsidiary of Wachovia Corporation)
- Use Wachovia One StopSM to track information about accounts not held at Wachovia Securities, including investments and credit card rewards
Accessing Our Online Financial Services Is Easy
For more information about Access Online, contact a Wachovia Securities Financial Advisor or
view our demo.