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About e-view Investments

Mesirow Financial's e-view® is an online service that allows you to view your account information from anywhere Internet access is available. With this convenient and secure service, you can monitor positions, balances and activity with up-to-date information, view statements and confirmations and retrieve quotes and market news.

Information About Your Account
You don't have to wait for a monthly statement to monitor your account activity. The My Accounts tab of e-view allows you to access account information and view customized reports that can be sorted by a variety of preferences.

  • Portfolio Summary – Total balances for each asset class represented as both a dollar amount and percentage of your total portfolio
  • Portfolio Positions – Detailed information about each security in the portfolio organized by asset class; click to view the quotes and charts if the security description is a blue link
  • Activity Summary – All real-time account activity; for purchases and sales, click on the link to view details of the trade
  • Income Summary – Total income by asset category for the current and previous month including accrued interest and capital gains
  • Check/Card Detail – Money market fund, debit card, Online Bill Pay and automated clearing house transactions
  • Order Inquiry – All open orders as well as the current day's executed and cancelled orders
  • Household Net Market Value – Total market value for each account in the household; click on an account number to view that account's Portfolio Summary
  • Household Positions – comprehensive list of all the securities held in your household organized by asset class
  • Statements, Confirms and Tax Forms – Current and historical account statements and trade confirmations, as well as 1099 tax forms
You can also enroll for the convenience of receiving statements and confirmations electronically instead of the paper version. Enroll and begin enjoying the benefits of Electronic Delivery:
  • Safe and secure at no additional cost
  • Immediate online notification as documents become available—faster than paper delivery
  • Documents can be saved and printed at your convenience
  • Paper clutter reduced–environmentally friendly

Market Data and Commentary
The Quotes & Market Data tab, with security quotes as well as extensive research, news and charting capabilities, allows you to closely monitor the markets and the securities you follow.

  • Quotes – Delayed quotes for stocks, options and mutual funds
  • Historical quotes – Quotes for stocks and mutual funds dating back to 1995 for all U.S. exchanges
  • Symbol and Option Chain Lookup – Information from one of the most complete stock databases in the industry
  • Streaming Ticker – A dynamic ticker tape showing delayed quotes for up to 20 securities, plus values for major financial indexes
  • Watch lists – Create your own unique group(s) of securities to monitor and view quotes for each group at once
  • 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

Online Bill Payment
Click the Online Bill Pay tab to enroll or log in to our convenient online money transfer system.

  • Pay bills over the Internet to anyone with a U.S. address, including merchants, utility companies, individuals and businesses
  • View all your banking information
  • Download your banking activity to Quicken—a personal financial management software program

Account Activation

  1. Go to https://eview.mesirowfinancial.com.
  2. Click under Register for Access. Follow the prompts to enter your:
    • Account number
    • Social security number
    • Email address
    • Telephone number
    • Password
    • Password recovery question that allows you to reset your password if needed Please note that the login screen is a secure page where data is encrypted.
  3. Click Submit. You will then receive a confirmation message, and be automatically logged into e-view with immediate access to your account(s). For security purposes, you will also receive a letter of confirmation in the mail stating that your account has been activated.

User Assistance
For technical assistance with printing, resolution, browser version conflicts or error messages, call our dedicated technical support line at 866-MESIROW. For questions about your account, please contact your investment professional.

Make changes to your e-view password directly through the My Profile tab. Please note that you may not currently send timesensitive instructions to Mesirow Financial, transfer funds or securities, transmit personal credit information or change your account address using Mesirow Financial's e-view®.

Security
Security of your account and other personal information is our highest priority. We rely on sophisticated technology to enable secure communication on the Internet. If you would like to learn more about our Internet security methods, please visit Verisign at www.verisign.com.