Welcome to Cresap Online Account Services Information
In today’s fast-paced, busy world, you need all the convenience you can get. With our Online Account Services, you have access to your account 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 and many links to other helpful financial websites
- Data download capabilities for popular personal financial management programs such as Microsoft Money and Quicken.
Please contact your Financial Advisor to sign up to view your accounts online.