Investor Account Lookup Online Trading Client Access
Account Overview Gives clients an overview of their portfolio/household Rep Information Clients rep contact information Firm News Firm controlled messages to specific clients or client groups Graphs Graphical overview of account Indices Overview of Market Indices
Choose from the menu of actions Buy Stock Trading Simple trade form with customized business rules 100 IBM Choose from the menu of Order Types Choose from the menu of Time In Force Options
Trade Overview Gives clients an overview of the trade In addition, give clients a choice of execution notification
Options Trading Buy/sell options Buy To Ope Choose from the menu of actions 50 IBM Choose from the menu of Order Types Choose from the menu of Time In Force Options
Complex Options Trading Buy/sell complex options with simple strategy explanation along side to assist
Complex Options Trading After selecting strategy choose options
Complex Options Trading Order execution confirm
Buy Choose from the menu of actions Mutual Funds Buy/Sell/Exchange Funds 10 IBM
Balances & Positions Detailed overview of all balances & holdings Print/Refresh Page/Download to Excel Click on any security from any area within Investor and a pop-up allows you to trade or get quotes, charts, news, company profile
Order Status Detailed overview of the status of all transactions within clients account Quickly modify or cancel Open Orders
Account Activity Detailed overview of all transactions within clients account.
Portfolio Tracker Detailed overview of client portfolio
Portfolio Tax Lot Summary Client can view realized and unrealized gains and losses
Projected Cashflow Automatically calculate future cashflow based on holdings in your portfolio
Quotes Unlimited delayed or real-time quotes
Historical Quotes Unlimited detailed historical quotes
Detailed Quote Detailed quote and graph of any equity
Last 30 Trades Detailed listing of clients last 30 trades
Company News News listings on any company
My Records Allows clients to view account information.
At Legent Clearing, one size doesn't fit all. We distinguish ourselves from the others by providing flexible, customized solutions for your unique business needs. We understand how hard you’ve worked to differentiate your firm from other broker-dealers and carve out a successful place in the financial industry. Why settle for a system that just doesn’t match your needs and costs you more than it should?