Frequently Asked Questions:
Can I make contributions or withdrawals to retirement accounts?
Yes. Using the money transfer feature within Online Access, you can make contributions to your Janney IRA or Roth IRA accounts. You can also track and withdraw Required Minimum Distributions (RMDs) from your Janney retirement accounts.
Can I see a list of my deposits and withdrawals?
Yes. By selecting the History tab from the Funds Transfer section of Online Access, you can view your previous transactions.
Can I set up direct deposits?
Yes. Your Janney Financial Advisor can assist you in setting up recurring electronic funding through Automated Clearing House (ACH). For more information, visit Automatic Direct Deposit Services (janney.com).
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