Providing you with Account View is one way we are committed to helping you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.
You have easy access to your account portfolio, quotes, market performance, plus the option to participate in an environmentally supportive alternative to paper statements and trade confirmations. This secure site is easily retrieved through our firm’s website and provided as a service to you at no cost.
Call our office for help setting up your accounts or using Account View.
Click Here for an Account View brochure.
Current Clients: Login here for your Personal Financial Homepage.
How hard would it be to draw a picture of all of your family’s accounts, including where they are and what they are worth today? Just think: your checking and savings accounts, your spouses checking a savings, joint bank accounts, IRA's, 401(k)'s, individual brokerage accounts, trust accounts, college savings plans, credit cards, annuities, etc... it's a lot to keep track of.
Now add all of your other assets (like your cars, house, boat, jewelry, business, loans, etc.), all of your important documents, your income and your expenses.
Almost impossible to get it all on one page? Where would you have to go just to find the information you need?
We know how challenging it is just to create that picture (we do it all of the time for our clients), let alone keeping track of the changes when you don’t have time to stay on top of it. This is why we create a secure personal financial homepage with all of your important information as part of our Personal CFO Services.