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Welcome to our new website! This new site offers real-time account data and downloads into Quicken®. Please login using your User ID and Password. If you have any questions, please call your Financial Advisor or call Online Support toll-free at 1-877-488-3748. Outside the U.S. please dial (704) 715-3860.

These valuations reflect securities or assets held at First Clearing, LLC, which carries your account and acts as your custodian for funds and securities deposited with them through Umpqua Investments, Inc., your introducing firm, or as a result of transactions processed for your account by First Clearing, LLC. The prices indicated are obtained from sources considered reliable but may not represent actual market values. If there is no readily determinable market value for a security, its value will be carried at zero. If you have questions concerning the valuation of any of the securities, please contact your registered representative.
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