Online Access
Once you enroll in Online Access, you will find detailed information about your holdings, including balances and positions, capital gains and losses, pending and completed transactions, and estimated income.
MY NET WORTH
My Net Worth is an online feature that lets you monitor both Janney and non-Janney financial accounts from our secure Online Access website. This powerful tool can help you understand more about your complete financial picture, and see your entire net worth in a single online view.
Document Vault
Today, information moves at lightning speed and quick access to digital financial documents is becoming a necessity. Document Vault provides a secure way to store important documents and share them with Bishop Wealth Management Group through your secure Online Access account.
eDelivery
With eDelivery, you will receive an email when documents become available to access.
Bill Pay
Put late fees, missed payments, paper checks, and postage stamps behind you. You can set up repeating payments (for services such as utilities, phone, and credit cards) or one-time payments to individuals. Choose from thousands of merchants. Any individual or business with a U.S. address qualifies.
Money Transfer
Money Transfer lets you use Online Access to transfer cash between your bank account and your Janney account, or between two Janney accounts. All it takes is a few clicks of a button. Set up your transfer by selecting the appropriate Janney account, entering the transfer amount, and selecting the appropriate external account. You can also add a new external account. You will need your nine-digit bank routing number, your account number, and the account type (checking or savings).
Security
We use a series of device identification methods with a more complex digital “fingerprint” that looks at multiple characteristics—including PC configuration, internet protocol address, geo-location, and other factors that can help to identify risks to online security and prevent intrusions.
