To make sure your calendar, event reminders, and other features are always
correct, please tell us your time zone (and other details) using the
drop-down menus below:
Set Date/Time format:
In 12 Hour format the hours will be displayed as 1 through 12 with “a.m.” and “p.m.”
displayed after the time (ex. 1:00p.m.). In 24 hour format the hours will be displayed as 00 through 23 (ex. 13:00).
You can always change your time zone by going to your Account Settings.
Use the dropdown menu to view the events in another time zone. The primary time zone will be displayed in parentheses.
Use the dropdown menu to view the events in another time zone. The primary time zone will be displayed in parentheses.
Check the items that you want displayed. Uncheck all to hide the section.
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The “Switch Navigator” button will no longer be available after February 14, 2017.
Please learn more about how to use the new Navigator by clicking this link.
Pick the Right Investment Advisor - Few Important Tips for You.pdf -- 245k
Attach this document to an event, task, or address
You can attach a link to this document to an event in your Calendar, a task in your To Do list or an Address. Check the boxes below for the data you want to
bring into the event’s or task’s description, and then click “Select text to copy” to have the next event or task you create or edit have the document text and link.
Click here to switch to Mobile Keep&Share, which works on any mobile device such as a smartphone or a tablet.
Touch the 'Full Site View' link at the bottom of any mobile view page to switch back to Full Site view again.
Get some help on how to use Keep&Share
Click to learn more about embedding Keep&Share in other websites.
