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CLIENT & PROSPECT CENTER
For help keeping tabs on your accounts held at Penson Financial Services (formerly Computer Clearing Services) we are offering access to accounts over the Internet through the link below:
If you had access to your accounts at CCS, the user ID and password are the same as you used for your account at CCS. You may change your user ID and password after you logon. If you multiple accounts you may now link all accounts to view under the same user ID.
With this online access you can quickly check your account balances and positions, which are updated on daily basis. Trades, as well as trade date and settlement date balances are also displayed. You will be able to retrieve and review images of current and prior monthly confirmations and statements as well as access tax related documentation.
We have taken special care to ensure the security of accessing your accounts through this online service. Only clients who have a valid account, user ID and password may obtain their account information. Your account is protected by special software that encrypts or scrambles data before transmitting it onto the Internet.
To apply for online access to your accounts held at Penson, simply click here to e-mail us with your request. Within two business days you will receive a return e-mail containing your user-id and password. Or, for immediate access, contact our office @ 215.972.0300.
