How can I tell if this account is a taxable account or a retirement account?

VIEW ACCOUNT TYPE

Use the button above or follow the below procedure to check your account type:

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Settings in the Account Profile section, the first option will be Customer Type: Individual (taxable) or IRA.
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