FIS Account Inquiry provides discount and full-service investors and full-service advisors with access to critical account, position and transaction information in a single, easy to understand consolidated view. Extensive historical trade and bookkeeping transactions are stored and available online.

Full-service advisors and investors can collaborate regarding account, portfolio or trade data from the office, home or on the road. Enhance customer service by providing access to timely customer information to other groups across your organization such as CSR’s, branch staff, and financial planners.