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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 you 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 aggretation 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 based on your:
 
It is simple!  If you haven't already done so...contact the office to request access to your own secure website!
 
johnrobbins@jfrfinancial.comPrivacy PolicyDisclaimerDisclosure
Securities offered through LPL Financial Member FINRA/SIPC and An Investment Advisor. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. The LPL Financial representatives associated with this site may transact securities business with residents of: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI.
Investment Advice offered through JFR Financial Services, Inc. a registered Investment Advisor and separate entity from LPL Financial.