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Accounts Online Information

Demo

Personal Account Sign Up

Personal Account Log On


Demo

Click here to view the Accounts Online DEMO.
Signing up

To sign up to view your accounts online, you will need to complete the Lockwood Financial Online Client Application form and return it to RBS&A. Applications are available online as well as from RBS&A.

Online agreement
:

SIGN UP
Click to print your online client application form. Upon completion return to RBS&A for processing.pdf

AMENDMENT
Click to print an Amendment form if you need to make changes to your Online access. pdf

Note: The Adobe® Acrobat® Reader is required to view these forms.  If you cannot view these forms, you may need to download the Adobe software. This software is available for free from Adobe® here:
Get Acrobat Reader

 

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Features

Lockwood Financial Online, our Internet-based service, enables you to view your account positions and activity online. The  service also includes access to online research.

Lockwood Financial Online Service

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Stock Price Quotes smarrow.gif (306 bytes)
Market Commentaries smarrow.gif (306 bytes)
Research Industry Reports smarrow.gif (306 bytes)
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System Requirements for Internet Access to Lockwood Financial Online

For best results, your browser must provide the 128 bit Strong Encryption version over the 40 bit Standard Encryption version. The 128 bit versions provide added security.

Recent versions of Microsoft Internet Explorer, AOL 5.0 or 6.0 and Netscape Navigator versions 4.0 or newer fully support the Lockwood Account Internet Access

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.

© 2001 Robert B. Sanders & Associates, LLC.  All Rights Reserved.