Insigneo Connect

Insigneo Connect™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. Insigneo Connect™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone.

Through Insigneo Connect™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use Insigneo Connect™ mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility.

That is the power of Insigneo Connect™ mobile.



With just a few clicks from your iPhone or iPad, you can access:



• Account balances and holdings



• Transaction history



• Order status



• Market information and quotes



• Your securities watch list



• Equity, Mutual fund order entry, Options trading (if enabled by your financial institution)



• Documents



Please note:



• Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks.



• Fees, markups or commissions may be charged on trades. Please contact your financial institution for details.



• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details.