State Street Global Advisors has a full set of financial and investment professionals who are always on the go in terms of serving clients. It has partnered with other key players in the market to make sure that their investment plans are airtight for the benefit of the clients.
- Website: https://www.ssga.com/
- Mobile App: Not Available
- Telephone Number: 617-786-3000
- Headquartered In: Massachusetts
- Founded: 1978 (42 years ago)
- Company's Rating:
The State Street Investment Account online guide is one way through which you can get up to speed with your investment accounts. It can be difficult to know what is going on if you do not have the online access. Also, you may have it but you do not know how to utilize it. You can explore it without much hustle with the help of the criterion below.
How to login
The process of signing into your account will entail a few steps. As a new user, you have to get a link to the investment platform and proceed from there. Beginners will always require a guide to get started and the steps below will help you to get there:
Step 1: Click here
Step 2: Tap the Client Login space.
Step 3: Enter your user ID and password and then Enter.
How to get your password or user ID if lost
After you have tried to log in but to no avail, you may have the wrong password or user ID. When you use the wrong login details, you are bound to fail in your quest to access your account. The process of getting your password or user ID if lost is as follows:
Step 1: Click the Forgot the username or password phrase.
Step 2: Enter your email address and then submit.
How to enroll
Being a customer is one thing and enrolling for the online access is another. Most customers would assume that since they already have the investment account, they can access it online. You have to take action in terms of registering for online access to have control of your account. The process of registering includes:
Step 1: Click the Register button.
Step 2: Enter your details as required and then submit.
How to manage your account online
What you are looking to achieve is the flexibility when managing your investment account. Remember that is similar to a bank account only that this is an investment account. With that, you can access it online and check the status. If you deposit cash into your account, you can log in and view if the amount you deposited is credited to your account. Apart from that, you can pull up a statement for your account on the same platform.