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When it comes to security – we safeguard your money as if it were our own.

State-of-art security protocols like multifactor authentication and security notifications by text, e‑mail, and push help keep your personal information safe. Enable fingerprint and facial recognition on your mobile device for seamless access.

Additional enhancements

See as much or as little as you’d like:

Holdings gives you a more granular view, showing each position in your portfolio and its market value, along with unrealized and realized gains.

Activity gives you a listing of all transactions across your accounts – trades, purchases, deposits and withdrawals, dividend payments, and more. It’s all broken down by category and merchant to easily track your cash flow and spending patterns over time.

And under Movers Today, clicking on an individual security opens a modal that provides Stifel or KBW research, if available, historical position value, accounts that hold the security, and recent activity.

New In-App Help and Resource Center

Review application announcements and initiate guides to step-through features within the application.