Online Account Access

Need to know your account balance now? Want to review your latest statement at 2:00 a.m.?

Get Online Brokerage Account Access.

With online access, you will receive:

  • The ability to view your account statements and trade confirmations online
  • Portfolio tracking
  • Positions monitoring for held securities (equity positions updated with a 15-minute delayed quote)
  • Free delayed quotes (unlimited)

Sign up today. It’s easy.

Follow these steps:

  1. Have your brokerage account number ready
  2. Go to your online brokerage access website located at
  3. Click on the button marked Activate an Online Account
  4. Complete the online access activation screen
  5. Create your personal password
  6. Click the Submit button

That’s it! You’re activated. The first time you access your brokerage account online, you will be asked to review important disclosure information.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.

Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.