Online Brokerage
Access your Full Service Brokerage accounts from any internet-enabled computer anytime.
Because we are committed to providing you with the tools and advice you need to achieve your financial goals, we've partnered with UVEST Financial Services to provide you with access to enhanced product offerings.
Our online brokerage services can help you direct your investment strategy and make informed decisions about your holdings. Now you have all the information you need at your fingertips. With this service, making the right decision is easy!
- Summary
- Access brokerage accounts online with one convenient sign-in
- Check account activity, balance, and market value anytime
- Make fully informed investment decisions fast
- Check order status
- Look up symbols and access quotes
- Create and track 4 model portfolios with up to 20 positions in each
- Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News and Research
- View up to 2 years of account history
Strategic Investment Group investment professionals are available by phone, fax, email, or by visiting our offices.
- Commission Schedule
