Introducing Account View 2.0, our online portal that will give you 24/7 access to your accounts and statements.

With the convenience and security of Account View 2.0, you can access your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button or tap of a finger.

Understanding your accounts:

• Easily view total portfolio value for all your accounts from the homepage.
• Monitor individual account balances, deposits and withdrawals, and investment returns.

Account View supports beneficiary updates for IRAs, 403b and individual non-retirement account types, including those in community property states. This guide explains the process to designate a beneficiary.

For additional help, please feel free to contact the Broadway team.

• Account View Mobile App will only work for *2.0 users. Please call our office if you would like to migrate from version 1.0 to 2.0.

• All Account View 2.0 users must:
  • Have a mobile phone number on file for two-factor authentication.
  • Remember that your username = your full email address.

• Account View works best when opened with Google Chrome browser.

• Track your investments – View account performance by time period using the Time Selector Tool.