Client Access

Our Process

Click Here to Access Your Edwards Account-Performance Information (Provided via Orion)

Our History

Click Here to Manage Your Investments Online (Provided via Pershing)

Asset Allocation Details
Portfolio Holdings Information
In-Depth Portfolio Detail Capabilities
- Unrealized/Realized Gain Loss
- Account Activity
- Estimated Income
- Performance
- Benchmarks
- Tax Lot Details
Integrations with Financial Planning Software
Online Documents

Consolidated Account Information
Online Documents
Portfolio Management Solutions and Trading
Market Research
Quotes
News from Leading Providers
Asset Movement Functionality
Mobile Banking
Integrations with Tax Planning Software