Investor Center
Wealthscape
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
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!
