To make informed financial decisions, you need the right financial resources. HilltopSecurities can help. As a client, you have access to money markets and rates, electronic document delivery, financial guides, easy online account access and the ability to integrate with popular tax and budgeting software.
And, as part of our ongoing dedication to enable you to take the reins on your financial future, we’ve curated some firm-specific guides for common tools on finance related processes.
Take a moment to browse these user-friendly tools and reach out to your HilltopSecurities representative if you have any questions.
Turbo Tax Guide
H&R Guide
Quicken Guide
Quicken FAQs
eDelivery Enrollment
Linking Accounts to a Username in ClientEXP
Wealth Management FAQ