Increased Access and Security
Key Features
- Improved overall digital client experience
- Access your account anywhere from any device
- Instant access to account details and statements
- Self-service password reset process
Your Financial Information in a Single View
Key Features
- Summarized information for all your accounts on a single dashboard
- View your account value and unrealized gain/loss
- Asset allocation overview
- View the market value of your accounts over time
Detailed Holdings Information
Key Features
- Asset class detail for single accounts, a summary of all accounts or specified groups
- Sector breakdown
- Individual holdings detail
- Tax lot information
- Ability to safely download account data
Comprehensive Reporting
Key Features
- Realized gain/loss tracking
- Access to account statements and historical transactions
- Performance summaries
Personal Service from YOUR Dedicated PORTFOLIO MANAGEMENT Team
Key Features
- Direct access to your dedicated Portfolio Management Team (8am-5pm ET)
- Contact information available directly from the portal
- Message your advisor from directly within the portal
