Enroll today to receive a variety of notifications and alerts on your account, such as dividends received, account deposits and withdrawals, corporate actions, or market alerts including trade execution, end of day portfolio summaries, and many more.

Benefits:

Maintaining alerts keeps your accounts safe.
Alerts and notifications are customizable based off your preferences.
Receive alerts via email, text, or via Online Access.

How to set notifications & alert preferences within Online Access:

Step 1:

Once logged into Online Access, select Settings.

Step 2:

Select Notification & Alert Settings.

Step 3:

Enable alerts and alert methods based off your preferences.

Frequently Asked Questions:

What contact information will you use to notify me?

You can choose which alerts and notifications you would like to receive via email, text, or via Online Access message. Email and text notifications will be sent to the contact information on file. You can review and update your preferred email and phone number on the “Notifications/Alert Settings” page.

How often will I receive notifications/alerts?

The frequency with which you receive notifications and alerts is determined by the type of alert, and the timing of the alert. For example, “End of Day Portfolio Summary” will be sent to your preferred contact method daily, following the market close. “Account Deposits and Account Withdrawals” will be sent the day following a transaction.

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

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor

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/

Online Access Notifications & Alerts