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Shields
Account Access Online
Attention current users:
If you have forgotten your password please contact the
online account support desk at 1-877-488-3750 from 8:30 a.m. to 5:00 p.m., Eastern time, Monday through
Friday.
Accessing your brokerage account online means more than just viewing a summary
of your account balances. It means being interactive with your investments 24
hours a day, seven days a week at the moments when it is convenient for you.
When you enroll your brokerage account(s) with Access Online, you will have
access to many new tools and features that will allow you to do the following:
- View your account balances, holdings, and performance
- Get real-time quotes on various investment securities
- Create up to four watch lists with 100 symbols each
- Review your Portfolio Report for one or multiple accounts
- Research and learn about retirement, wealth, and investment planning
- Download your account information into Quicken® or
Microsoft® Money
- Receive alerts for market changes, news and industry
Check our demo, to become familiar with all of the features and
tools above and many more. To find out more about our many products and
services please contact the office located nearest you.
Enrollment
If you are a Shields & Company client and would like to sign up to view your accounts online,
please contact your
Financial Advisor.
If you have already completed the enrollment process for
account access, please click on "My
Shields Account". You will be prompted to enter a user ID and password,
which you should have received separately in the mail. You will need your user ID and password each time you visit "My Shields Account".
If you forget your user ID or password,
or need technical assistance, please contact the
online account support desk at 1-877-488-3750 from 8:30 a.m. to 5:00 p.m., Eastern time, Monday through Friday.
Disclosure
of SEC-Required Order Routing Information SEC 11ac1-6 information
Provided by Tag Audit
this is a relational data base of the U.S. consolidated tape of trades and
quotes for Listed and OTC stocks (over 5 million records added and indexed every
day) to create an overnight compliance exchange that verifies that executed
orders meet minimum execution standards as specified by the Order Room
Management. It also reviews unexecuted orders to determine if these orders may
have been due fills.
Tag Audit provides T+1 compliance reports, as well as weekly and monthly statistical
reports, to full service, on-line and regional brokerage firms, market-makers
and exchanges.
If you have any questions regarding
the aforementioned, please contact Tony Princi at 212-320-3001.
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