Clients of Day & Ennis, LLC, can access their accounts here through an investment site which is encrypted for security. You will find information on Performance, Holdings, Asset Allocation and important documents once you log in. You can use the Accounts dropdown menu to see your accounts either individually or as a group.
Additional Reports are available from the Reports dropdown menu. These include Capital Flows, Income and Expense, Projected Income, Realized Gains/Losses, Transactions and Unrealized Gains/Losses. The prior day’s prices are uploaded by 9:30 am EST each day.
If you have questions about using the site, please call us at (478) 474-7480.
If you already have a username and password, please click below:
What you’ll find in your client portal