As a client of ITS, you will be able to view all the pertinent information on your managed accounts regardless of which custodian you and your financial professional choose. Check on your accounts daily at your convenience--from home or work, or anywhere you have Internet via our secure online network.

You can view updated information on account holdings, unrealized gains and losses, realized gains and losses, an income summary, tax lots, allocation pie chart, and other transactions and performance reports.

In addition to viewing your accounts online, all ITS clients can view a comprehensive quarterly report online as well as receiving a copy of our quarterly newsletter, the "ITS Client Connection."