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Services and Tools

Access useful information that can simplify your planning, help you be a more knowledgeable investor, and take greater control of your financial life.

Services and Tools

Online Investment Solutions
It's time to manage your investments online. Enjoy the convenience of instant access to portfolio holdings, account activity and balances, tax statements, and more.
Santander Investment Services online platform provides highly integrated investment features with access to consolidated investment account information allowing you to effectively manage your finances. Ask your Financial Consultant to learn more.

Leader Retirement Planning Tools
Whether you are approaching retirement, or already retired, you should think about an investment strategy with the objective of creating a lifetime, inflation-adjusted
Your Santander Investment Services Financial Consultant can design a retirement income strategy that is custom tailored to your individual needs and objectives. This service is available to you at no cost.
Ask your Financial Consultant to learn more.                                             

Wide Range of Statement Options
Managing your account is now easier. Our easy-to-understand, yet detailed statements help you track the performance of all your accounts.Through Santander Investment Services you will receive a comprehensive monthly statement as well as necessary tax reporting available on paper or online.**
Ask your Financial Consultant for more information.

Statements are available for 10 years, trade confirmations for six years, and tax documents for seven years.

** To enroll in e-delivery, log in to your account, click the “Go paperless” button at the top of any page and follow the on-screen instructions.

If there is no activity on the account statements will be sent quarterly