Janney has enhanced our online account access.
Read below for a summary of the features and enhancements to our new site.
Online Cash Transfer with Janney Money Transfer
Responsive Mobile View
MY NET WORTH Overview
How to enroll in eDelivery
Research & Education Overview
MY NET WORTH Overview
Document Vault Overview
Key Sections of the Site
In this section of the site, you’ll find detailed information about your holdings, including balances and positions, capital gains and losses, pending and completed transactions, and estimated income. Click through the second row of tabs for a detailed picture of your portfolio’s holdings and activity. Do you want to know how many municipal bonds or biotech stocks you hold in your portfolio? The Balances & Positions page lets you sort your assets by sector, security type, and symbol—and quantity, price, and value. Want to make sure a trade went through before you go to bed? Want to check how much you made on a stock sale? View the Account Activity page.
The Summary page is your go-to location for information about your accounts. You can check highlights of information that appears elsewhere in more detail. This gives you the big picture of your Janney accounts— the cash, securities, and balance of each account linked to your online access.
Account Selector Tool
If you have a number of accounts (for example, one for each family member or education savings accounts for each child), use the Account Selector to choose only those accounts you want to see on your Accounts Overview – a big time-saver, especially if some of your accounts are more active than others. Your view will update to list only the accounts you selected.
Research & Education
The Research & Education tab opens a world of financial intelligence, updated every 20 minutes. Janney and S&P research and commentary can help you make confident, educated investment choices. If you want to research an industry, a company, or a security, you can sort information by markets, quotes, news updates, summaries of major market indices, and charts. Look up details of a particular stock, and track historical performance of a given security.
Here, you’ll also find targeted, objective research by Janney’s analysts on hundreds of companies. Read how the brightest financial minds expect the markets, as well as political and economic horizons, to evolve.
The Investor Education section features easy-to-read articles, links, and resources on financial topics— including retirement, college, taxes, personal finance, and estate planning.
How to enroll in eDeliveryLogon Security Help Guide
Click here to learn more.
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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