Butterfield’s Online Investment Centre provides you
with online access to your brokerage accounts, night
and day, seven days a week.
With Butterfield’s Online Investment Centre you can
place trades and have instant access to:
- Balances
- Portfolio Holdings
- Account Activity
- Order status information
- And more…
Plus you can view your brokerage account
statements and trade confirmations online to
reduce clutter in your mailbox. And there’s no
waiting for the postman!
You can also access quotes, current news stories
and research on thousands of stock and options,
to help you make better informed investment
decisions.
We will now walk you through the features and
benefits available to you through Butterfield’s
Online Brokerage.
The Accounts tab 1 enables you to view
details about your account. As you click
through the sub-tabs 2 you can obtain
information relating to your account balances,
holdings, history, projected cash and asset
allocation.
The Summary tab 3 provides a high level
overview of your portfolio, clearly displaying
market valuation by account 4 and an asset
allocation pie chart 5 , the five most recent
orders 6 and trade executions 7 and the 10
largest holdings 8 by market value.
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The Holdings sub-tab 1 enables you to access
details on the holdings within any of your accounts.
Such as intra-day data by security type 2 , and
realized 3 and un-realized 4 gains and losses.
From this page you can also launch into a buy or
sell of any of your existing positions.
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On the History sub-tab 1 you can review up to
two years of account transaction history 2 for your
accounts. You can search by transaction type 3
and stock symbol 4 , and specify a time period 5
or specific date range 6 to narrow your search.
You have access to Projected Cash Flow 7
information for all of your accounts, of both equity
and fixed income positions 8 .
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On the Statements and Reports sub-tab 1 you
can view up to 10 years of account statements 2
and three years of trade confirmations 3 . Other
notifications are also available from this location.
The Tax Statement tab 4 provides an informational
summary of your account for the year. It is not
provided to any tax authority.
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By visiting the Account Profile pages 1 you can
nickname 2 your accounts for easy identification
on all pages of the site as well as set up groups of
accounts 3 for viewing consolidated information
on several pages including the asset allocation and
holdings pages. You can also manage your account
details 4 such as security questions, passwords
and e-mail addresses.
As you may have noticed, for nearly all the pages
on the website you have access to a right side tool
panel with features such as a quick quote tool 5
and information on various market indices 6 .
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By clicking on the Trading tab 1 , you will have the
ability to place trades for stocks 2 , options 3 ,
and view your order status 4 . You will also be able
to view the funds you have available to trade on the
order ticket 5 , and the estimated transaction value
on the order review page 6 .
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Within the Markets tab 1 you can stay informed
using the Market Highlights 2 page. Get current
information on major US market indices 3 ,
including advancers and decliners 4 .
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The Winners and Losers 1 sub-tab displays most
activities 2 , percentage winners 3 , percentage
losers 4 , dollar winners 5 and dollar losers 6
by exchange.
Other sub-tabs within the Markets tab include top
news 7 , which provides news stories by topic, such
as energy 8 , health care 9 and technology 10 .
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The Rateboard 1 provides easy access to interest
rates 2 , stock indices 3 , commodities 4 and
currency rates 5 .
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The Quotes and News tab 1 enables you to enter
stock, mutual fund or option symbols 2 ,
and obtain the latest news headlines 3 for each
security, as well as detailed information, including
last bid 4 , ask 5 and volume numbers 6 . You
can also view charts 7 for each security, which
display intra-day quotes 8 for up to 10 years
performance history.
You will have access to Standand and Poor’s
Snapshot Reports 9 and SEC filings 10 for the
company you are researching, and you can put
your research to work by creating watchlists 11 of
securities to track quotes and performance.
Research
In addition to providing links to the Standard
and Poor’s Learning Center 12 , the Research
tab 13 provides additional research
information provided by a number of different
research sources.
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Having online access to your accounts, night and
day, seven days a week, from anywhere in the world
is important in today’s fast pace environment. You
should be able to see what is happening with your
investments without the need to wait for your next
statement.
Butterfield’s Online Brokerage makes this possible
by providing all the tools you need to conveniently
monitor and mange your investments in a secure,
user friendly environment.
For more information, please contact Butterfield
Online Brokerage on (441) 299 3817.
Butterfield Securities (Bermuda) Limited is licensed to conduct investment business by
the Bermuda Monetary Authority.
www.butterfieldgroup.com
For more information, please contact
Butterfield Online Brokerage at:
Telephone: (441) 299 3817
E-mail: [email protected]
Butterfield Securities (Bermuda) Limited
65 Front Street, Hamilton, HM12
BERMUDA
Telephone: (441) 299 3817
Butterfield Securities (Bermuda) Limited is licensed to conduct investment business by the Bermuda Monetary Authority.