For more information on Investor Account Access, the demo below gives a clear and thorough demonstration of the available features and tools. Tabs at the top of the demo and links in the left navigation side bar make this program easy to understand.
E.K. Riley Client Login provides you with secure, convenient, and timely data about your account.
Tools and features of online access include the following:
Complete information on your portfolio with cost basis information, record of recent transactions by account and preview of upcoming activity such as dividend payments
Continuously updated real-time quotes for most listed securities; create up to four watch lists with 100 symbols each
Review portfolio reports for one or multiple accounts
Online copies of statements, trade confirmation and tax reporting documents
Download account information into Microsoft's Money or Intuit's Quicken
Research and learn about retirement, wealth and investment planning
Abiliity to suppress mailing of paper statements and confirmations
Frequently Asked Questions
How do I signup my accounts to be viewed onilne?
Your financial advisor can help you get started with the sign-up process, or call 877.488.3748 anytime Monday thru Friday between 5:00 AM to 5:00 PM Pacific Time to get started right away.
Who is eligible to view their accounts online?
Any client with an E.K.Riley account is eligible to view their account information online.
How many of my accounts can be viewed online?
All of your accounts can be linked to the same login and password.
Is there a fee for Investor Account Access?
There is no fee for online access; this is a ree service for our clients.
Why is this cost basis not showing for all (or some) of the positions in my account?
In most cases, the securities were purchased elsewhere and we do not have the original buy information. You can contact your financial advisor, who can arrange to have this information updated in our system.
Do you have online bill pay?
Yes. Bill Pay allows users to receive and pa bills, view bill reminders and messages, view bill activity, and access Bill Pay system help from one central Payment Center. Contact your Financial Advisor for more information about subscribing.
Do you have a direct link to Investor Account Access?
You can link directly to your online account by using the following direct access: http://myaccount.ekriley.com