Investor Center

 

Account View

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

  • A sumary 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
  • Access 90-day transaction history
  • 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

Wealth Vision

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 secuely 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

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

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Contact Info

JFR Financial Services Inc
3133 Van Horn Road
P O Box 130
Trenton, MI 48183
Phone: 734-692-1421
Fax: 734-692-1902

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