Enrolling for Davidson Client Access is easy. You begin the 4-step process by going to the Davidson Individual Investor web site's “Client Login” page and clicking on the "Self-Enrollment" button on the right hand side of the page. You will need to have one of your Davidson account numbers handy and be prepared to choose an identifying question and answer. Once your enrollment is complete, you will enjoy on-line access to your Davidson accounts at any time. In addition, you will have access to Davidson research, important investor documents and your regular client statement. You can also sign up for E-Delivery of your statements, confirms and other investor related communications. Please refer to the link below for a “Self-Enrollment” tutorial.
Accounts with the same Social Security Number (SSN) have been automatically linked to your username.
In some cases, there may have been other means by which accounts appear to have been linked to this account. If so,
they have legally and prudently been predetermined as acceptable accounts to link through legal documentation signed by
you with your Financial Consultant. Any accounts not meeting these requirements have not been linked to protect our clients.
Why This Is Secure?
D.A. Davidson & Co. is committed to maintaining the privacy and integrity of your financial data. We use 128bit encryption technology to ensure that all your data is safe. When you press the secured login button on our client login page, your information is sent securely, via Secure Socket Layering (SSL).
The process of encryption takes your username and password and then converts it into bits of code that are securely transmitted over the Internet. Once your encrypted information is received by our secure server, it is translated back into its original form and verified.
Lost DADVANTAGE card?
If you suspect identity theft or fraud, or if you have lost your DADVANTAGE Card, it’s important to act quickly so law enforcement officials and your financial
institutions can help you.
If your DADVANTAGE Card has been lost or stolen, please call UMB Bank’s Customer Service Department at either of these numbers:
(800) 449-9176, or (816) 843-2412. As the card issuer, UMB can help you obtain an emergency replacement card and can assist with issues related to unauthorized
purchases with your card.
