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By using this site for file transfer (the “Site”), you (“User”) acknowledge and agree to the following:

The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.
Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.

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To access ePortal, please click the link below.

Via ePortal you are able to view data on all your accounts updated daily, wherever they are custodied. Ingalls-custodied account owners also can download their monthly statements and tax forms from ePortal. If you would like to register for ePortal, please contact your Ingalls & Snyder Advisor, and you will be sent a registration email.

If you have not yet registered for ePortal, please use one of the following links depending on the information you require.

eDocuments is Ingalls & Snyder’s portal providing paperless online retrieval of official account documents including:

Monthly Statements
Transaction Confirmations
Notices
Tax Documents (1099s)

* Please add this link to your favorites. If you have not enrolled in eDocuments, or wish to turn off paper copies, please contact your Account Executive to register electronically.

eAccess is Ingalls & Snyder’s portal providing the following information as of the previous day’s close of business for your account(s):

Total Account Value
Holdings
Year to Date Gains and Losses
Year to Date Transactions
Prior Year’s Gains and Losses

* Please add this link to your favorites. If you have not enrolled in eDocuments, or wish to turn off paper copies, please contact your Account Executive to register electronically.

The DAF Portal is our secure site for managing your Donor Advised Fund (DAF) account at Ingalls & Snyder jointly with GiveClear Foundation. Contributions to a DAF account become the property of GiveClear and are irrevocable. From the DAF Portal you can:

View the daily value of your DAF Account.
Set up contributions of Cash and Securities from another Ingalls account to your DAF Investment Account.
Research charitable organizations to receive grants from your DAF.
Initiate grants to selected charitable organizations.
Review your DAF’s charitable activity.
Download tax receipts for contributions.

* Please add this link to your favorites. If you have not enrolled in eDocuments, or wish to turn off paper copies, please contact your Account Executive to register electronically.

If your account is custodied at Charles Schwab, please use the following link to access your account:

* Important Notice! You are now leaving the Ingalls & Snyder Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Ingalls & Snyder or any advisor(s) whose name(s) appears on this Website. Ingalls & Snyder is independently owned and operated. Schwab neither endorses nor recommends Ingalls & Snyder. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Ingalls & Snyder under which Schwab provides Ingalls & Snyder with services related to your account. Schwab does not review the Ingalls & Snyder Website, and makes no representation regarding the content of the Website. The information contained in the Ingalls & Snyder Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

The following links are also available to access certain account information, depending on your account setup.

If your account is custodied at Ingalls & Snyder, please use one of the following links depending on the information you require.

eAccess is Ingalls & Snyder’s legacy portal providing the following information in PDF format as of the previous day’s close of business for your account(s):

Total Account Value
Holdings
Year to Date Gains and Losses
Year to Date Transactions
Prior Year’s Gains and Losses

* While ePortal provides more complete account information than eAccess, we are continuing to provide eAccess for users who wish to receive their account information in this PDF format.

View the daily value of your DAF Account.
Set up contributions of Cash and Securities from another Ingalls account to your DAF Investment Account.
Research charitable organizations to receive grants from your DAF.
Initiate grants to selected charitable organizations.
Review your DAF’s charitable activity.
Download tax receipts for contributions to your DAF.

* Please add this link to your favorites. Please note that this link is for managing grants from your DAF account. To view securities holdings and investment activity in your DAF account please use ePortal. If you would like to know more about setting up a Donor Advised Fund account, please contact your Account Executive.

If your account is custodied at Charles Schwab, please use the following link to access your account:

To access ePortal, please click the link below.

If you have not yet registered for ePortal, please use one of the following links depending on the information you require.

The following links are also available to access certain account information, depending on your account setup.

If your account is custodied at Ingalls & Snyder, please use one of the following links depending on the information you require.

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Client Login

To access ePortal, please click the link below.

If you have not yet registered for ePortal, please use one of the following links depending on the information you require.

eDocuments Login

eAccess Login

Donor Advised Fund (DAF) Account Portal

Charles Schwab Login

The following links are also available to access certain account information, depending on your account setup.

If your account is custodied at Ingalls & Snyder, please use one of the following links depending on the information you require.

eAccess Login

Donor Advised Fund (DAF) Account Portal

Charles Schwab Login

Quick Links

Contact