Client Access

We encourage our clients to enroll in online access at Charles Schwab & Co. and Fidelity Investments, depending on where your account resides. Online access provides clients the ability to view their account information 24-hours a day, 7-days a week.

 
 

You can also elect to receive your monthly statements and trade notifications by email instead of by regular mail.  Statements or trade confirmations can always be printed or saved to your personal computer for your records.

In addition, all confirmations and statements are available upon request from us at Rollins Financial.