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Online Account Access
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Online Account Access


Mesirow Financial's e-view® provides your clients with convenient, real-time and secure online account access. e-view can be customized to the extent you choose, from buttons and colors that reflect your company's image to full co-branding of navigation and content.

Your clients can use e-view to access:

Account Updates
Access account information and view customized reports that can be sorted to a variety of preferences.

  • Portfolio Summary – Total balances for each asset class in the portfolio
  • Portfolio Positions – Detailed balances for each holding, with links to tax lot positions
  • Activity Summary – Account activity for all purchases and sales, including trade detail, for dates specified
  • Income Summary – Total income by category for the current and previous month, including accrued interest and capital gains
  • Check/Debit Card Detail – Money market account transactions, check-writing details and debit card activity
  • Order Inquiry – All open orders as well as the current day's executed and cancelled orders, with links to trade detail
  • Household Net Market Value – Total balances for each account in the household, with links to detailed reports
  • Statements and Confirms – Current and historical account statements and trade confirmations

Quotes and Trading
Online trading from your firm's e-view site with quick and easy order entry.

  • Trading - Online trading of equities, options and mutual funds
  • Quotes – Real-time quotes for stocks, bonds, options and mutual funds
  • Historical quotes – Quotes dating back to 1973 for all U.S. exchanges
  • Symbol and Option Chain Lookup – Listings from one of the most complete stock databases in the industry, accessible from any symbol input screen
  • Java Ticker – A dynamic ticker of up to 25 symbols, plus major financial indexes, available from any symbol input screen

Market Data and Commentary
Mesirow Financial's e-view® provides access to extensive research and news.

  • Commentary – Insightful commentary and technical and fundamental analysis on a wide-range of topics
  • Charts – Extensive charting capabilities including interactive graphs combining volume, price and other variables
  • Reports – Third party financial reports including Company News, Company Profile, Insider Trading and SEC Filings
  • Market News – A market snapshot with values and graphs for major market indexes, as well as business and financial news of the day