Support

Questions, Password Assistance and Technical Support



Investments Customer Service



Fee Schedule


Manage Your Investments

Manage Your Investments, Online, And On-The-Go

Sm Solutions Center
Ticker Symbol

Solutions Center

Get convenient access to our experienced team of client advisors over the phone.

Our Solutions Center provides you with more advice, time and access with a designated team assigned for your specific needs and the freedom to receive investment planning services at expanded hours.

Sm Online Access
Mobile Web

Online Access

Enhance your investing experience by accessing your account online. Enjoy instant access to features that help you manage your investments, including:

  • Balances
  • Portfolio holdings
  • Account activity
  • Order status
  • Statements and documents
  • News and research
Sm Trading
Mobile Apps

Manage Trading

Manage trades either online or by working with our full-service trading desk. Our online trading platform provides 24-hour access with real-time account info, quotes, research and more.

If you prefer professional guidance, our broker-assisted trading specialist are only a phone call away.