top of page

CLIENT ACCESS

First Western Securities, Inc. allows you to access your brokerage account online. It is 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 moment 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 common stocks

  • Create up to four watchlists 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

  • Electronic Delivery of statements and trade confirmations (customizable)

​

​​

​​

​

​

​

​

bottom of page