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MAUIWeb Link

As a client, you may now access your account information directly from this page using our MAUIWeb Access Link. To be set-up on MAUIWeb with online internet access to your account, please contact Lisa Rodrigues at 508-244-5151 or email Lisa*. You will be assigned a user name and may select a personal password to gain 24-hour secure access to your account information. Once you are set-up, just click on the MAUIWeb Access box and then follow instructions to log on.  If you are an established MAUIWeb user and have a problem signing on, please contact Lisa Rodrigues at 508-244-5151.


*Note: Emails are not secure. Confidential information such as Social Security Numbers, Account numbers, Personal Identification Numbers (PINs), Access Id's or Passwords should not be used when communicating via email.

MAUIWeb Service Features:

  • No charge for the service.
  • Access your account 24 hours a day/ 7 days a week.
  • Access to your Account Summary, Account Holdings, Pending Trades and Transaction History.
  • MAUIWeb features the most advanced internet security.
  • Download information for import into a spreadsheet or Quicken.
  • Colorful pie, bar charts and other customized reports are available.


  • Trades will be posted to your account when settled. The length of time between the trade date and the settlement date varies depending on the type of security purchased or sold.
  • Most asset prices are updated daily by our pricing service. Last priced date is provided for each security.

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