Portfolio Support and Reports

We understand the importance of maintaining accurate reports, both for regulatory compliance purposes and for maintaining control of your investments. eConnectDirect’s comprehensive reporting tools keep you on point, providing access to customizable reports that feature visual charts, graphs and extensive details on all your transactions.

Investing report capabilities include:

  • Institution and Position Reporting
  • CD Insurance Analysis
  • Maturity Distribution and Cash Flow
  • Activities, Balances, Statements and Confirms (Securities)
  • Accrued Interest
  • Import Positions

Contact us to learn more about eConnectDirect’s custom reporting capabilities and additional reporting services available from MBS.

Interested in Getting Connected?
Fill out the form below and a representative will contact you shortly so you can take advantage of this powerful online tool.
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800-967-9052 support@eConnectDirect.com

The eConnectDirect platform is an exceptional tool for making funding and investment decisions. ... It has made Multi-Bank Securities, Inc. my preferred source of wholesale funding by the mile.
—Shane Gibson, CMA,
Corporate Controller,
Signature Bank, N.A.