Frequent Questions?

1. Do I need new credentials?

No, log in using the investor log in credentials.

2. I do not know my credentials, how can I request them?

If you do not know your credentials, contact your account executive or customer service team who will be happy to assist and provide you with the information.

3. Can I download the app on my tablet or iPad®?

Yes, the application is available for these type of devices and can be downloaded from the Apple app store or Google play depending on the operating system of your device.

4. What can I do on the Alterna Securities app?

The Alterna Securities application will give access to information related to your account such as balances and positions, download account statements, confirmations and other documents related to the account, Online stock trading and deposit 1st party checks up to $50,000 USD.

5. Which accounts am I able to see with the Alterna Securities App?

the Alterna Securities app currently supports all the Alterna Securities accounts.

The Alterna Securities application is not available for accounts on the interactive broker platform or Pershing Advisor Solution **

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