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Account
Details |
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Balance
and Holdings |
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What
is the Balance and Holdings screen?
The
Balance and Holdings screen reflects all of your holdings
(including securities and cash). You will be able to review
company information, dividend reinvestment status, E-ZVest
status, share amount, 20 minutes delayed - current price
per share (please note that this page does not provide the
closing prices for the day), current market value, the change
in the market value for the day, your average purchase price
for a given security, and the gain/loss of a particular
investment. You will also be able to determine your total
portfolio market vaule and total gain/loss.
How
do I view my Balance and Holdings?
To view
your BALANCE andHOLDINGS, please follow the directions below:
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Log into your account at: http://www.buyandhold.com
- Click
"VIEW."
- Click
"BALANCE AND HOLDINGS," under Details.
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Transaction
History |
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What
is the Transaction History screen?
The
Transaction History screen reflects any transactions made
in your account. This includes any BUYs, SELLs, Deposits,
Withdrawals, fees, dividend pay outs and reorg issues.
How
do I view my Transaction History?
To view
your Transaction History, please follow the directions below:
-
Log into your account at: http://www.buyandhold.com
- Click
"VIEW."
- Click
"TRANSACTION HISTORY," under Details.
- Use
the resort feature at the top of the page to review the
dates in question.
How
do I view specific information on the Transaction History
screen?
The
Transaction History screen allows you to resort the page
by: Execution Date, Description, Symbol, and Company. In
order to use the resort feature please follow the directions
below:
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Log into your account at: http://www.buyandhold.com
- Click
"VIEW."
- Click
"TRANSACTION HISTORY," under Details.
- Use
the drop down tool bar to select how you wish to sort
the page (Execution Date, Description, Symbol, and Company).
- Click
"RESORT"
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Pending
Activity |
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What
is the Pending Activity screen?
The
Pending Activity screen reflects any transactions that have
not been executed or posted in your account, including:
BUYs, SELLs, Deposits, and Withdrawals.
How
do I view Pending Activities?
To view
your PENDING ACTIVITY, simply do the following:
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Log into your account at: http://www.buyandhold.com
- Click
"VIEW" under Click to View.
- Click
"PENDING ACTIVITY," under Trade.
Can
I change or cancel my pending transactions?
-
Log into your account at: http://www.buyandhold.com
- Click
"VIEW" under "Click to View".
- Click
"PENDING ACTIVITY," under Trade.
- Click
"CHANGE or CANCEL." If you select CHANGE, make
the change and click "SAVE CHANGES." If you
select CANCEL, click "CANCEL TRANSACTION."
Once
the order has been processed, it may still show up in PENDING
ACTIVITIES, but you will not be able to change or cancel
it. Cancelations are made on a best-effort basis
Window
trade orders can only be canceled prior to the commencement
of that trading session.
All
executed orders are binding.
To cancel
a real-time trade if the desired stock is not trading or
is halted, please call 1-800-646-8212.
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Monthly
Statements |
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How
are Monthly Statements sent out?
Monthly
Statements are sent out via email to each account holder.
You will be asked to click on a username and password protected
link in the email in order to view the Monthly Statement.
Some email applications have difficulties with links in
emails. If you are experiencing problems with the link please
view the Monthly Statement in your account.
How
can I view my Monthly Statement?
In order
to access your Monthly statement, simply do the following:
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Login to your account at: http://www.buyandhold.com
- Click
"VIEW."
- Click
"MONTHLY STATEMENTS," under Details.
- Resort
to the month you want to list the statement for.
- Click
"CONTINUE."
- Click
"VIEW" to the right of the month you wish to
view.
How
do I print Monthly Statements?
In order
to print your Monthly Statements simply open the statement
and click on the print button in your web browser. If your
printer fails to print the complete statement please change
the size of your text in your browser.
In Internet
Explorer, you can change your font size by clicking on VIEW,
TEXT SIZE, then select the font size.
In Netscape
Navigator, you can increase font size by clicking on CTRL
+ ]. You can decrease the font size by clicking on CTRL
+ [.
In AOL
5, you can change the font size by clicking MY AOL, PREFERENCES,
FONTS, change the size, and click OK.
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Order
Confirmations |
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How are
Order Confirmations sent out?
Order
Confirmations are sent out via email to each account holder.
You will be asked to click on a username and password protected
link in the email in order to view the Order Confirmation.
Some email applications have difficulties with links in
emails. If you are experiencing problems with the link please
view the Order Confirmation in your account.
How
can I view my Order Confirmations?
You
can find your order confirmations by simply doing the following:
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Login to your account at http://www.buyandhold.com
- Click
"VIEW."
- Click
"TRANSACTION HISTORY," under Details.
- Resort
the Transaction History to show the date when the orders
took place.
- On
the right-hand column, click "VIEW."
How
do I print Order Confirmations?
In order
to print your Order Confirmations simply open the statement
and click on the print button in your web browser. If your
printer fails to print the complete confirmation please
change the size of your text in your browser.
In Internet
Explorer, you can change your font size by clicking on VIEW,
TEXT SIZE, then select the font size.
In Netscape
Navigator, you can increase font size by clicking on CTRL
+ ]. You can decrease the font size by clicking on CTRL
+ [.
In AOL
5, you can change the font size by clicking MY AOL, PREFERENCES,
FONTS, change the size, and click OK.
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