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30% of American workers believe they are “very likely” or “somewhat likely” to live to age 95 (source: Employee Benefit Research Institute).
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To be nobody but yourself in a world in a world which is doing its best day and night to make you everybody else means to fight the hardest battle any human being can fight and never stop fighting. - ee cummings

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Tomorrow's Headlines

INTRODUCTION TO ESTATE PLANNING
HOW A VARIABLE ANNUITY WORKS
ESTIMATING YOUR RETIREMENT INCOME NEEDS
LIFE INSURANCE BASICS
WHAT IS PRIVATE MORTGAGE INSURANCE (PMI) AND WHY DO YOU NEED IT?
MERGING YOUR MONEY WHEN YOU MARRY
THE BEST WAYS TO SAVE FOR COLLEGE
RECORD KEEPING FOR YOUR OWN BUSINESS

CLIENT & PROSPECT CENTER

For help keeping tabs on your accounts held at Penson Financial Services (formerly Computer Clearing Services) we are offering access to accounts over the Internet through the link below:

If you had access to your accounts at CCS, the user ID and password are the same as you used for your account at CCS. You may change your user ID and password after you logon. If you multiple accounts you may now link all accounts to view under the same user ID.

With this online access you can quickly check your account balances and positions, which are updated on daily basis. Trades, as well as trade date and settlement date balances are also displayed. You will be able to retrieve and review images of current and prior monthly confirmations and statements as well as access tax related documentation.

We have taken special care to ensure the security of accessing your accounts through this online service. Only clients who have a valid account, user ID and password may obtain their account information. Your account is protected by special software that encrypts or scrambles data before transmitting it onto the Internet.

To apply for online access to your accounts held at Penson, simply click here to e-mail us with your request. Within two business days you will receive a return e-mail containing your user-id and password. Or, for immediate access, contact our office @ 215.972.0300.