Account Access

eBrokerage - If you would like the convenience of online account viewing and trading*, please call Access Online at (866) 552-3312 to enroll in eBrokerage via the new website  www.client.hdvest.com.  Here are some of the advantages of the enhanced online brokerage experience:

  • View account information including balances, holdings, activity, asset allocation and unrealized gains/losses.
  • Trade stocks, options and no-load mutual funds online.
  • Obtain consolidated market details on balances, asset allocation and holdings for one or multiple accounts with Portfolio Builder.
  • View up to seven years of trade confirmation history with Electronic Confirms.
  • Set up Market Alerts to track changes to individual stocks, entire portfolios, or industries/sectors, and download information to Quicken® or Microsoft Excel.
  • Analyze company profiles, proprietary research, charts, ratings and industry comparisons on over 10,000 stocks and 500 fund families.

This change is part of our continued effort to ensure an appropriate level of client privacy.  Please note, if you are accessing your accounts via wellsfargo.com, there are no changes at this time.

NEW - Go Paperless - You can turn off paper delivery of your brokerage account documents and securely access the documents on the H.D. Vest Access Online site. Turning off paper delivery reduces the chance of your privacy being compromised as it reduces the number of account documents that travel through the mail each month. And turning off paper delivery could save you money with the Annual Account Fee Waiver.  Accounts with a household relationship that totals $50,000 or more that elect to go paperless and receive all documents for all accounts online will receive an annual account fee rebate of up to $60 per account within the household.

How to Turn Off Paper Delivery of Account Documents

• On the Brokerage Accounts tab of the H.D. Vest Access Online site, click on the Statements & Documents link.

• On the Statements & Documents page, click on the Delivery Preferences link found within the Quick Links box.

• On the Delivery Preferences page, you can simply click Go Paperless to turn off all paper delivery for all accounts listed. Or, you can select specific accounts and specific documents for online delivery.

• If you choose online delivery of Shareholder Communications, you must create a 4-digit PIN that you will use to vote your proxy shares. This PIN is completely unrelated to your financial accounts or check cards.

•If you would like to receive e-mail notifications when your account documents are posted online, check the E-mail Alerts box and select an e-mail address to receive the notifications.

•Click Save. You’re done!

 *Access to the service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.