Client Access & Mobile App

Secure access, on-the-go

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

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

Recent Enhancements

  • Expanded enrollment for all account owners
  • A new Secure Document Share feature
  • Custom Account Groups

Features

Self-Enrollment

Self-Enrollment

Custom Account Groups

Custom Account Groups

Guest Access

Guest Access

Secure Document Share

Secure Document Share

FAQs

To obtain login credentials, new users can complete the easy self-enrollment process by going directly to access.davidsoncompanies.com/a_login/self_enrollment and answering a few questions.
Guest Access allows you to provide view-only access to your account information with others in your household or with an interested party (e.g., a CPA) that has a Client Access login.
Contact your Financial Professional to request interested party access for the CPA (or attorney).
Each account owner has equal access to their accounts in Client Access which creates the possibility of multiple document delivery preferences. In the case of a joint account where there are differing elections, the accountholder that did not enroll in eDelivery will receive paper documents via USPS and the accountholder who elected eDelivery will receive an email notification when a new document for the account is available. Regardless of the delivery method selected, all account owners can access all documents related to their account on Client Access at any time.
All Client Access notifications will come from [email protected]. Previously, all notifications came from [email protected].
Secure Document Share allows you to exchange documents with your Financial Professional Team securely and directly within D.A. Davidson Client Access. Sharing documents through this service is simple and provides an additional layer of security when sharing sensitive or confidential information.

Need help?

For further questions, please contact our dedicated
Client Access Support Team


 

 

1-800-575-9503
[email protected]
Monday-Friday from 7:30 a.m. – 5:30 p.m. MST