All of our clients will have the ability to access their accounts online. We provide access to a robust account consolidation site that allows you to view accounts across brokerage, mutual fund and annuity platforms. In addition, this site allows you to perform customized performance reporting and asset allocation for all accounts held with our firm:
Please go to “Contact Us” and send us an email, so that you can be granted access to this invaluable tool.
Are you tired of your mailbox getting cluttered with statements, confirmations and prospectuses? Go to the “Wealthscape Investor” link below to de-clutter your mail box.
Click HERE for instructions on how to download tax documents to Turbo Tax or H&R Block
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for the use of the websites you are linking to. We make no representation as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical system issues or any consequences arising out of access to your use of third-party technologies, websites, information and programs made available through this site.