This site offers real-time account data and downloads into Quicken®. Please login using your User ID and Password.

If you are having problems accessing your accounts, please dial 1-877-488-3748, for assistance Monday - Friday, 8 am to midnight ET; Saturday - Sunday, 9 am to 6 pm ET. Outside the U.S. please dial (704) 383-3493.

Please note that new online IDs can only be established Monday - Saturday, 6 am to 9 pm ET.

To access the Wintrust Investments CRS or the Great Lakes Advisors CRS you can visit the Disclosuresopens in a new tab page on our public website.