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