Tools & Resources

Tools & Resources

Home/  WHAT WE DO / Wealth Management / Tools & Resources

Online Access & Mobile App

Our free, user-friendly Client Access Mobile App enables you to view balances, holdings and activity information from the convenience of your phone.

Secure access, on-the-go

As a D.A. Davidson client, you have secure access to your account information wherever life takes you.

  • Electronic delivery of statements, confirmations, prospectuses
  • Account data downloads for complimentary resources including Quicken® and TurboTax®
  • Exclusive, extended access to D.A. Davidson research
  • Detailed portfolio views & custom performance watch lists
  • Mobile App available for iOS and Android devices!

Financial Calculators

Should I rent or buy? How much do I need to save for college? Should I refinance? Check out these financial calculators to help you answer some common financial questions.

VISIT CALCULATORS

FINRA Breakpoint Search

You may be eligible for reduced sales charges on Class A Mutual Funds.

We are pleased to offer our clients convenient access to the Mutual Fund Breakpoint Search Tool from the Financial Industry Regulatory Authority. This unique and free online tool allows you to research mutual fund sales charge discounts and more. With this tool, FINRA is helping to ensure that the public has access to the schedule for what are called breakpoint discounts of mutual funds with front-end sales charges. Funds aren’t obligated to offer breakpoint discounts and many funds calculate their discounts differently. The FINRA Breakpoint Search Tool allows users to look up breakpoint schedules, compare funds side by side, and explore linkage rules. 

Please contact your D.A. Davidson financial professional for more information on this tool.

GO TO FINRA