Online Access Guest and Interested Parties Enrollment

Easily authorize family members, your accountant, CPA, or any other interested party to access your online statements, trade confirmations, and tax forms through Online Access, Janney’s secure client portal.

Interested Parties & Online Access Guest Enrollment

By enrolling users in Online Access Guest, your family members, CPA or other contacts can view your account statements, trade confirmations and tax forms, provided you take advantage of Janney’s eDelivery service. You can authorize or remove guest access to your account documents  at any time. For your security, authorized contacts will not have access to the full suite of features available in your Online Access client portal.

How to Authorize Guest Access

    • To get started, log in to Online Access via www.myjanney.com. 
    • Select Interested Parties & Guest Access under the Profile icon.
    • Select Grant Access from the list of functions to initiate the authorization process.

     

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