ONLINE ACCOUNT ACCESS
| INVESTOR ACCOUNT ACCESS OVERVIEW |
IMPORTANT NOTICE: CLEARING FIRM CHANGE
Effective September 25, 2017, we will be changing our clearing firm from Pershing, LLC to Raymond James & Associates, Inc.(“RJA”). We previously utilized Pershing, LLC and now have transitioned into a new relation with Raymond James financial. As a result, there is a new online platform for our clients to access and view their account(s). The new investor login platform will reflect all current account holdings and documentation as of September 25th, 2017. As a convenience to our clients, in the event you need to access any of your previous statements, confirmations and documentation you still have the ability to login to our previous online platform in order to access this information and/or request this information via email or phone. Below you will find access to both platforms so that it can cater to all your needs. If you are having difficulty and need assistance please contact our office directly at 860.657.1700 or send us an email to: info@buellsecurities.com
| NEW |
ONLINE ACCESS PLATFORM
EFFECTIVE SEPTEMBER 25th, 2017
Access your account on our newly revised online platform.
The new investor login platform will reflect all current account holdings and documentation as of September 25th, 2017.
| OLD |
ONLINE ACCESS PLATFORM
As a convenience to our clients, in the event you need to access any of your previous statements, confirmations and documentation you still have the ability to login to our previous online platform.