Welcome to the IAA Client Account Access Portal
This password-protected gateway provides convenient around-the-clock access to your International Assets Advisory account information. Available information includes:
- Account Summary
- Holdings / Positions
- Realized & unrealized gains & losses
- Asset Allocation
- Recent Statements
- Tax Documents
In addition, research and market data are available including quotes, charts, news, SEC filings and more. If you are a client of International Assets Advisory and would like to utilize this portal, simply contact your IAA Financial Advisor who can assist you, and can answer any questions you may have concerning your portfolio.
Please use care when accessing your account. It is recommended that you not utilize this area of the website from an unsecure public location. Please review the Security tips located under the log in screen to safeguard your personal information from identity theft.
Information provided may be based on delayed data and is subject to change without notice. As such, clients should not rely exclusively on information, and particularly valuation data, provided herein.
If you need assistance, contact your IAA Financial Advisor at (800) 432-0000. Your Financial Advisor can help you navigate the website, and answer questions you might have concerning your portfolio.
Brokerage products and services are offered by International Assets Advisory, LLC – member FINRA/SIPC.