Investor Center



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


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 the office to request access to your own secure website!