United Brokerage Services Online Information

Demo Features
Signing Up System Requirements
Signing up
To sign up to view your accounts online, simply contact the Online Access Support Center directly at 1-877-488-3748 to obtain a User ID and Password. For identity verification purposes, please have your First Clearing account number available. The Online Access Support Center is available from 8:00 a.m. to 8:00 p.m. EST Monday through Friday.

Note: Effective September 1, 2006, financial advisors will no longer be able to enroll accounts for e-brokerage on behalf of the client.

Features
United Brokerage Services Online, our Internet-based service, enables you to view your account positions and activity online. The  service also includes access to online research.

United Brokerage Services Online  Service
Client Account Access
Stock Price Quotes
Market Commentaries
Research Industry Reports
Research Company Reports

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System Requirements for Internet Access to United Brokerage Services Online

For best results, your browser should be one of the following:

  • Get IE 4.0   Microsoft® Internet Explorer version 4.0 or newer.  Click on the icon to go to the site where you can download for free the latest version of Internet Explorer.  You can also order Internet Explorer upgrade software from Microsoft by calling 1-800-485-2048.  Microsoft offers 90-day support when you upgrade your browser. The number for Microsoft support is 1-425-454-2030, from 6am to 6pm EST.
  • Netscape Navigator   Netscape NavigatorTM version 4.0 or newer.  Click on the icon to go to the site where you can download the latest version of Netscape.
  • Connect to AOL   America Online (AOL)SM version 4.0 or later.  To download the latest version, go to Keyword: 128Browser or you can click on the AOL icon to go to their site where you can download the latest version.  If you have trouble downloading, please contact America Online Customer Service by calling 1-800-771-8267.
  • Other browsers that have the same functionality and support as provided by Microsoft Internet Explorer 4.0 or newer can be used.

Note: When downloading any of the above browsers, if given the option, choose the 128 bit Strong Encryption version over the 40 bit Standard Encryption version.  The 128 bit versions provide added security.

The browser vendor may have recommendations for maintenance releases within the specific version to provide full functionality.

Recent versions of other browsers, such as those from AOL, may also work. This is not guaranteed by United Brokerage Services. Macintosh users require browser functionality similar to the Windows version.

The browser must support "cookies," and this feature must be enabled to maintain secure control of your data while you access United Brokerage Services Online . Non-graphics (text-only) browsers are not supported by the application.

The browser determines operating-system and hardware requirements for your computer. Some features of the supported browsers may not be available on Windows version 3, for example.

Minimum Guidelines

  • Microsoft Windows 95
  • A Pentium-class processor with 16 MB RAM
  • 50 to 100 MB of free disk space for the browser’s temporary work files
  • At least a 28.8K modem for Internet connection

A Macintosh system should be of comparable capacity and performance.

Browser performance with less-capable hardware will be marginal.

As with all Web applications, performance will vary with Internet traffic loads and usage patterns.

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