Online Services

Access your investments, account statements, market information and research 24 hours a day, seven days a week. Wachovia Securities' Access Online offers convenience you can depend on.1

Wachovia Securities Online Services enable you to monitor your portfolio and stay up to date on breaking market news, events, and investment industry trends. Through Access Online, we have tools to help you track and manage your financial progress. 

Access Your Investments
Whether you have one or more accounts, Access Online gives you real-time access to your investment information for all of your Wachovia Securities interests.

  • Determine your equity, securities market, cash, and cash equivalent values on one account or your entire household with an Account Summary
  • Review details on your Balances for Cash, Securities Market Value, and the Buying Power associated with your account(s)
  • Get detailed portfolio information, including Holdings, Realized Gains/Losses, and Annual Income (categorized and sub-totaled by stocks, fixed-income, mutual funds, and more) for each account or for your account household, or choose from 20 data elements to customize your Portfolio view to what you want to see
  • Assess your transaction activity with advanced filtering criteria
  • Monitor the diversity of your Asset Allocation organized by primary asset classes
  • View comprehensive information on your Realized Gains/Losses for the current or previous year
  • Get consolidated real-time market details on balances, asset allocation and holdings for one or multiple accounts with a Portfolio Report
  • Reduce paper clutter and get secure, convenient access to your Statements/Confirms/Tax Documents online
  • View your balances, holdings, and transactions in Quicken®, Microsoft® Money or Excel through Account Download

Research and Monitor
After you and a Wachovia Securities Financial Advisor develop a plan and set goals, use Access Online's research and monitoring tools to learn about and follow the market and your investments.

  • Obtain free, unlimited real-time quotes
  • Analyze company profiles, financials, news, research reports, charts, ratings, and industry comparisons on over 10,000 stocks and options
  • Review fund facts, prospectuses, charts, and research on over 11,000 mutual funds
  • Monitor most active securities, market highlights, recent news and headlines, financial calendars, and charts of major indexes, all on the Market Snapshot page
  • See our Commentary and Analysis section including recent and archived information from Wachovia Securities Chief Investment Strategist, the Economics Group of Wachovia Corporation and Standard & Poor's
  • Explore a variety of educational articles that address the Basics of Investing, Managing Your Portfolio, Planning, Women and Wealth, as well as our Tax Center, which includes IRS forms, tax guides, calendars, schedules, and articles to assist you with your tax preparation and planning

Tools and Features
Use Access Online's many tools and features to expand your knowledge about specific securities and find stocks and mutual funds that meet your individual criteria.

  • With access to over 10,000 securities and 500 fund families, our Equity and Mutual Fund Screeners let you find the securities and mutual funds that match your criteria
  • Create up to four Watchlists, each with up to 100 symbols. Use MyWatch on the Market Snapshot page to follow these lists
  • Launch Portfolio Tracker to get 20-minute-delayed streaming quotes, news and charts on your desktop. Monitor your portfolio throughout the day on market indexes and breaking news even after logging off Access Online
  • Set up Market Alerts for Portfolio, Industry and individual security updates to be sent to any device with an email address (PC, mobile phone, pager or PDA)
  • Explore various financial scenarios with our Education, Retirement, Accumulation, and Estate Preservation Planning Calculators
  • Personalize your layout and display options in Portfolio Tracker, on the Portfolio page, and on other pages throughout the site

Online Account Demo
View our online demo to take a test drive of our Access Online service.

10/07, 0707 - 54582

1 Access to the Service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Wachovia Securities is the trade name used by three separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation. Retail securities brokerage services offered through Wachovia Securities, LLC, Member NYSE/SIPC and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Corporate and Investment Banking services offered through Wachovia Capital Markets, LLC, Member NYSE, FINRA, and SIPC. A.G. Edwards is a division of Wachovia Securities, Member SIPC.