The art of independent thinking. ™


Resources

The Products, Services, and Payouts You Expect,
 Backed by an Expert Team and Customized for You

Access to a seamless back-office so you can concentrate on your investment strategy? It really is possible with the support of IFS Securities.

To deliver integrated, efficient technology we have partnered with Raymond James and Sterne Agee, firms that spend more than $100 million every year on technology improvements. More than 800 IT professionals, all committed to continued enhancements, stand behind the tools and resources you’ll be using on these platforms.

We believe our advisor resources are the best on the street.

  • Web-based account management with anywhere, anytime access to client accounts and IFS Securities systems
  • Powerful financial planning tools that includes the SunGard PlanningStation, the Forefield Financial Planning Library and the Ibbotson Asset Allocation Library
  • Customizable advisor website through IFS Securities (view sample)
  • Secure investor account access that allows clients to view real-time account information supported by robust online services

Full technical support is available weekdays from 6:30 am to 9 pm, Eastern time.

Brokerage and account services are customizable for your firm.

  • Global Equities
  • Corporate, U.S. Federal, Foreign Sovereign, and Municipal Bonds
  • Mutual Funds
  • Index Funds
  • Private Placements
  • Portfolio Diversification and Hedging Support

Our full range of account services are provided directly by Raymond James or Sterne Agee:

  • Margin/Credit Facilities
  • Visa Card
  • Comprehensive Tax Reporting Including Basis Calculation Options
  • Money Market Funds with Check Writing
  • Account Valuation Services
  • Online Account Access
  • Direct Trading Capabilities

A streamlined business model means higher payouts for you. IFS Securities functions internally only when we can add significant value for you. For other capabilities, we partner with the best in the marketplace and package solutions for your convenience. It’s the best of both worlds: you gain access to the best technology and personalized support at the lowest possible cost.

Interested in more details or a live web demo? Complete the simple contact form and let us know what times would be convenient for you to connect.