Accounts

Act4Advisors gives you immediate access to account numbers and links to the online account(s) for more specific account information. Search for account types, custodians or specific account registrations with the Act4Advisors Contains Query. Utilize the Additional Information field for wiring instructions, distribution or systematic investment infomation.

Track securities held and bring up immediate stock quotes for those securities. Act4Advisors connects to Yahoo! Finance giving you 15 minute delayed stock prices and information on the stocks held by the client. The Act4Advisors Contains Query allows you to easily search for all clients that own a specific security helping you stay in compliance with product cross referencing rules.