ACCOUNT ACCESS

Links to websites our clients need to access statements and financials for their investments.
Let our office know if you would like online access to your accounts.

MEET NOW face–to–face with your advisor safely online.  This link goes to the GoToMeeting website where clients can input the 9-digit meeting id they receive from us to join a virtual meeting with our advisors.

ShareFile® by Citrix is a secure way to share files and documents between clients and our office, and it's an easy way to send files that are too large to e-mail. Clients have their own password protected login to their shared folder where they can upload or download documents safely and securely.

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.