• Individual
  • Joint-With Rights of Survivorship
  • Corporation
  • Partnership
  • Investment Club
  • Transfer on Death
  • Sole Proprietor
  • Uniform Gifts to Minors
  • Estate Trust
  • Guardian
  • IRA
  • IRA-Outside Trustee
  • IRA Rollover
  • 401K
  • Education IRA
  • Roth IRA
  • Profit Sharing
ONLINE ACCESS Baker & Company would like to introduce to you a valuable service, our online account resource. This secure and easy-to-use service connects you to your account as well as to market information and tools via the Internet seven days a week, 24 hours a day.

To register for this service, simply click on Access your Account and then click on REGISTER. The online instructions will lead you through the quick and easy registration process.

If you have any questions about the online account resource or how to register for it, please contact us at 1-800-321-1640, and as always, Baker & Company is available to assist with your investment


As a client, you have complimentary round-the-clock access to our online service, Investor Connect at www.InvestorConnect.com. This service provides you with timely information (deposits, withdrawals, account balances) and details on your account. It allows you to view valuable market data, including interactive charts, research, profiles, company news, and other helpful information.


In addition to our online service, you'll receive concise, easy-to-read monthly statements. Annual summary statements are also produced for all accounts in your statement household.
Features of the account statement include:

  • Securities activity,
  • Interest, dividends, withdrawals and deposits,
  • Current portfolio holdings,
  • VISA® Gold Rewards Card activity,
  • Check payee coding, and
  • Expense tracking.

Investment Access® Account


Today, more and more investors are discovering that the key to successfully managing their cash and investments is by establishing one convenient, flexible and comprehensive account as the foundation for their finances. An Investment Access Account can provide this foundation. It's an account that provides you with what you need, when you need it.


When you don't need your cash, it should be working for you. But when you need money, it should be easily accessible. And when your money needs to move from one place to another, the more automatic the better. The Investment Access Account provides several options for easily accessing your cash. Some of these options include:


Your Investment Access Account includes a VISA Gold Debit Card with convenient, flexible features, including:

  • Instant access to cash at more than 800,000 ATM locations and 400,000 banks worldwide;
  • Free ATM access displaying the MoneyPass logo;
  • Extended warranties on items purchased with your card, travel and emergency assistance, auto rental insurance and other services.

Investment Access Account check-writing privileges offer exceptional benefits, including:
  • Your first set of standard checks free of charge;
  • No per-check charges;
  • Budget planning with help from check expense tracking; and
  • Check payee information.


As a client, you have a wealth of opportunities available to automate the movement of funds, including Automated Clearing House (ACH), wire transfers, and RBC Online Bill Pay.


If your Investment Access Account includes RBC Express Credit, you have immediate access to RBC Express Credit, you have immediate access to credit by writing a check or using your VISA Gold Debit Card. You may borrow up to 50 percent of the value of eligible securities in your account. It's an easy way for you to help meet short-term borrowing needs, make larger purchases or leverage your securities to make additional investments. Ask your Financial Advisor for more information on RBC Express Credit.


Preserving the privacy of your personal information is important to your overall financial security, and RBC is working with ITAC Sentinel® Plus to help protect you from identity theft. The plan offers three layers of protection to help keep your personal identity and financial assets safe 2, including credit scores and monitoring; personal data monitoring; and other services and tools.


As the foundation for your investment needs, your Investment Access Account provides several features for tracking your portfolios. Whether you want to keep close tabs on your account or are only interested in the "big picture," this simple yet comprehensive account management tool provides the information you need, when you need it. These options include access to our client account website, plus monthly and annual statements.


A key benefit of the Investment Access Account is that it keeps your money working for you all of the time. The cash in your account will automatically sweep into the cash or money market option you have selected. Choose from a variety of competitive taxable and tax-exempt cash investment options, including an FDIC-insured cash sweep.


Make the Investment Access Account your foundation and you'll have easy access to the unprecedented opportunities in today's investment markets.

Talk to your Financial Advisor today about the benefits of an Investment Access Account.

Investors should consider the investment objectives, risks, and charges and expenses of a fund carefully before investing. Prospectuses containing this and other information about the fund are available by contacting your Financial Advisor. Please read the prospectus carefully before investing to make sure that the fund is appropriate for your goals and risk tolerance.

All decisions regarding the tax implications of your investments should be made in connection with your independent tax, legal or estate planning advisor.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the funds.

RBC Express Credit is a margin product and may not be suitable for all investors. If the securities in your account decline in value, so does the value of the collateral supporting your loan, and, as a result, the firm can take action, such as to issue a margin call and/or sell securities or other assets in any of your accounts held with the member, in order to maintain the required equity in the account. Before you sign a Margin Agreement, it is important that you read and fully understand the Margin Disclosure Statement, which describes additional risks involved in trading securities on margin.

1. Additional fee of $10 a month applies.

2. Intersections and the associated designs are federally registered trademarks of Intersections Inc. and are used with permission. ITAC Sentinel® Plus and ITAC Victim Assistance® are federally registered trademarks of the Identity Theft Assistance Corporation and are used with permission.

RBC Correspondent Services, divisions of RBC Capital Markets, LLC, member NYSE/FINRA/SIPC, provides custody services for accounts managed by your Financial Advisor. The referenced product or service is available through that relationship.

© 2012 RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.

Call for more information today!

Securities and Investment Advisory Services offered through L.M Kohn & Company A Reigistered Broker/Dealer, Member FINRA/SIPC/MSRB
Accounts Protected up to $100 million*

*Our clearing firm RBC Correspondent Services LLC, a division of RBC Capital Markets LLC has purchased an additional policy that offers coverage in excess of the protection provided by SIPC. SIPC covers up to $500,000 cash value of securities of which $100,000 may be in cash, per account. The excess SIPC covers additional securities and cash protection up to $99.5 million per client,of which $900,000 may be in cash. A $400 million aggregate limit applies to this additional coverage.