Southwest Securities (SWS) Financial Web App

  • User Dashboard
  • ACCOUNT DASHBOARD — Portfolio Snapshot
  • ACCOUNT GROUP SUMMARY — College Accounts
  • SINGLE ACCOUNT SUMMARY — Bill's College Fund
  • ASSET TYPE SUMMARY — Technology
  • Trading
  • ABOUT TRADING
  • ORDER ENTRY — Active Trade
  • Tools
  • INVESTOR TOOLS
  • UNAUTHENTICATED
  • LOG IN
  • ABOUT US
  • CONTACT
  • Registration
  • STEP 1 — Enter Account Number
  • IN-LINE ERROR MESSAGING
  • STEP 2 — Select User Name and Password
  • STEP 3 — Security Questions
  • Profile
  • MY DETAILS
  • PREFERENCES — Multi-lingual
  • ACCOUNTS
  • NOTICES — Message Inbox
  • MY ADVISOR — Drop Down Tab
  • Site Administration
  • DASHBOARD
  • CONFIGURE SITE
  • ENTITY DETAILS
  • EXAMPLE CONFIGURATION
  • WHITE LABEL CUSTOMIZATION — Completely re-brandable for Financial Partners
  • BRANDING OPTIONS — Color Settings and Themes
  • COLOR PICKER — Close-up
  • THEME EXAMPLE