Online Account Access
You and 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
Online trading from your e-view account access site.
- 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
- Java Ticker – A dynamic ticker of up to 25 symbols, plus major financial indexes, accessible from any symbol lookup 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
