Investor Center

 

Wealthscape

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

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!

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Planning Briefs

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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