WELCOME TO SUCCESS YOUR WAY
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In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success.
Welcome to your Prospera account information
At Prospera Financial, our business is all about supporting the business of these independent financial professionals. We bring them a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service—so they can bring their clients the same. Since we’re affiliated with the second largest broker dealer in the country, our resources are world-class. However, we always maintain the nurturing culture of a smaller, personalized firm.
In today’s fast-paced world, you need all the convenience you can get. With our Online Account Services, you have access to your Prospera financial information 24 hours a day, 7 days a week. When you enroll, you will have access to:
- Real-time account information for individual or multiple accounts
- The latest news and research reports
- Portfolio reports including asset allocation pie charts and performance reports
- Real-time quotes, news charts, company profiles and industry comparisons
- Customized Market Alerts
- Portfolio-to-Go tool
- Equity and Mutual Funds screeners covering over 10,000 securities and 500 mutual fund families
- Customized Watch Lists
- Online BillPay
- A wide variety of financial calculators
- Many links to other helpful financial websites
- Data download capabilities for popular personal financial management programs such as Microsoft Money and others
With VisionInvestor, you get online and mobile access to your consolidated account information at a single destination.
VisionInvestor enables you to:
- View your brokerage and non-brokerage account details
- Group your family’s accounts into a household view
- Access a product company website with a single click