Penson Connection
Back Office Communications and Client Access
Penson Connection is a versatile 24/7 web-based platform providing immediate access to real-time business management of accounts. Features such as account review of cash movements, trading, profit and loss, back office communication systems, simplified management, and identification of representatives for large firms. Correspondents may initiate cash transfers, check requests, wires, and status account transfers along with customized reports based on correspondent specifications.
The web site interface can be customized and private labeled to display your logo.
View-only account access is available for clients and the types of information available to the user can be individually customized. Viewing and trading permissions are controlled by user ID and password. Clients can receive electronic statements and trade confirms, check positions, portfolios, and obtain quotes all via the Internet. The platform also provides clients with immediate access to account information and activity. Including positions, balances, and cost basis. Download to Quicken® and TurboTax® is also available.