Authorize Trusted Relationships to Receive Account Documents

Online Access Guest allows you to authorize trusted relationships to view your account statements, tax documents and account confirmations.




Benefits:

  • Allow your trusted relationships to receive data in secure encrypted format.
  • Eliminate risky paper or electronic exchange of your account data for tax filing purposes.
  • Easy authorization and authorization removal for your account data.


How to authorize a trusted relationship for Online Access Guest:

 

Step 1

Step 1:

Once logged into Online Access, select Settings.

Step 2

Step 2:

Select Interested Parties & Guest Access.

Step 3

Step 3:

Select Grant Access.

Step 4

Step 4:

Enter Guest’s contact information, select accounts and verify your identity.

Frequently Asked Questions:


What information will my authorized guests be able to view?

Your guest will not have access to any account information except for statements, trade confirmations, and tax documents for the accounts you entitled them to view.

How do I remove or edit account access authorization?

To remove or update your Guest Access authorization, navigate to settings, and select Interested Parties & Guest Access. From there, remove users by selecting the red X button.

How do I edit my guest’s contact information?

To edit your guest’s access or contact information, navigate to settings, and select Interested Parties & Guest Access. From there, edit your guest’s contact information by selecting Edit.

How do I resend my guest access notification?

To resend your invitation for guest access, navigate to settings, and select Interested Parties & Guest Access. From there, select Resend Notification to generate a new invitation to your trusted relationship.

Are there registration instructions I can share for Online Access Guest?

Yes, please contact your Financial Advisor for registration instructions for your authorized guest.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or OnlineServices@janney.com.


Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

  • Phone: 888.882.0012
  • Email:  OnlineServices@janney.com
  • Monday through Friday: 7AM – 7PM EST
  • Saturday, Sunday, and Holidays: 7AM – 12PM EST

 

 

 

 

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC