Your Financial Advisor has expert knowledge regarding the various types of accounts we offer and can help answer questions relating to your particular account(s) with us. The links below provide an overview of the key features of your Janney account.
Your assets held at Janney are protected in several ways. You receive protection from our strict compliance with the Securities and Exchange Commission's (SEC) customer protection rules. In addition, you have account protection resulting from Janney’s membership in the Securities Investor Protection Corporation (SIPC). You also receive additional insurance supplementing SIPC coverage, which is provided to you at Janney’s expense.
How SIPC protects investors
Janney Online Access
Our secure client account website offers up-to-date account information and resources related to your account and the markets including:
Take a tour of our secure website
Electronic Delivery Services
Our electronic services include e-Delivery and online proxy and to help reduce the amount of paper statements delivered to your home. As a client, you can receive:
We have joined forces with TurboTax® to offer download capability for reportable information of tax information for your account from your 1099-consolidated form. This service can help save valuable time and effort and help you avoid mistakes caused by typing your tax information into TurboTax®.
Quicken® is a financial management product developed by Intuit, Inc. Quicken® allows you to monitor and manage all the standard aspects of your financial portfolio. Quicken® users have the ability to sort bills, organize and observe investment accounts, and generate expense reports. Quicken® data can also be loaded into TurboTax®, which allows users to prepare taxes with ease.
Below are links which you might find helpful.
Janney Update Newsletter
Our quarterly publication featuring a letter from our CEO, important legal disclosures, market commentary, investor education and updates about our services.
Tax Information - View information about tax mailings and important tax deadlines related to your account.
Client Account Services and Charges - View a listing of the charges for various account services offered by Janney.
Money Market Rates - View the current rates on money markets available to our clients.
Privacy Statement - Learn how Janney safeguards your privacy
Contact your Janney Financial Advisor to get started.
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To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/
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