Client Access

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  • Disclaimer

    When viewing statements daily, there can be changes in the report during the day as KLS is continuously monitoring and reconciling positions. Also note that values and positions cannot be viewed on a "real time" basis. A request to see your current statement will display values and positions as of the close of trading of the last trading day prior to the date of the statement. Any manually input accounts (for example, firm retirement accounts and other accounts not automatically downloaded to KLS) are valued as of the date indicated in the column marked "purchase date."

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Privacy Policy

"We may collect information about your computer, including your IP address, operating system and browser type, for system administration and in order to create reports. This is statistical data about our users’ browsing actions and patterns, and does not identify any individual.

The cookies in use on our site are for Google Analytics. Google Analytics is a web analytics tool that helps website owners understand how visitors engage with their website. Google Analytics customers can view a variety of reports about how visitors interact with their website so that they can improve it.

Like many services, Google Analytics uses first-party cookies to track visitor interactions as in our case, where they are used to collect information about how visitors use our site. We then use the information to compile reports and to help us improve our site.

Cookies contain information that is transferred to your computer’s hard drive. These cookies are used to store information, such as the time that the current visit occurred, whether the visitor has been to the site before and what site referred the visitor to the web page.

By using our site, you consent to this privacy policy