Investor Center

 

Wealthscape

provides easy online access to current account and portfolio information. This highly secure site provides you with:

• A summary view of all of your accounts
• Access to interactive market trend information with current values
• Quick Quote research database
• The ability to download account information to Quicken or export it to Excel
• 90-day transaction history access
• Analyze your portfolio
• Immediate access to archived statements
• The ability to "opt-out" of paper statements and go green by participating in an alternative to paper statements

E-Money

is an interactive tool that allows you to work with us to gather everything pertaining to your financial life in one secure place. This web-based comprehensive financial planning and account aggregation platform is designed to give you a single access point to securely view all of your:

• Financial accounts
• Tax and legal documents
• Insurance coverages
• Specific goals
• Strategic plans

Additionally you can:

• Access assets anytime, anywhere
• Experiment with goals and objectives
• View updated balances daily
• Develop financial plans
• Track accounts on-line
• Collaborate with your advisor
• Keep up to date with powerful analysis tools that track changes in your assets and changes in your life
• Upload documents into your electronic filing cabinet
• Screen share
• Mobile Access

It is simple! If you haven't already done so...contact the office to request access to your own secure website!