Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Verify identity with biometrics, password, and device
Authenticate users with multi-factor verification using biometric data, password, and device ownership. Enable secure access to digital assets through integrated authentication factors. Support third-party applications for enterprise security.
