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eDocuments is Ingalls & Snyder’s portal providing paperless online retrieval of official account documents including:
  • Monthly Statements
  • > Transaction Confirmations
  • >  Notices
  • >  Tax Documents (1099s)
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Click Here to Log In to eDOCUMENTS
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
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.