Individual Investors - Online Features

Ryan Beck gives you timely information about your portfolio so you can make better informed investment decisions. You have secure access to your net equity, cash, margin, and more, in addition to the ability to check order status. You can even review up to two years of account transaction history.

Ryan Beck & Co. is also pleased to offer its clients the ability to download account data to home money management programs including Quicken®.*  Your money management program will then connect to your Ryan Beck account to download the data. Click here to learn more about the Open Financial Exchange (OFX) technology now.

*Note: To download data, you must enable your Ryan Beck account within the money management program you are using.