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Secure financial account access anytime, anywhere, on any device.

   * Account View Login

   * Account View Brochure

   * Account View Getting Started Guide

   * My Documents User Guide


 Go Digital with Account View and eDelivery

We would like to encourage you to Go Digital by turning off your paper statements and trade confirmations in Account View.

Here are three reasons to elect e-Delivery:

  1. It allows you to be more organized. You can simplify your life by eliminating clutter and unnecessary mail. You can find what you need easily in Account View.
  2. Your account information is safe and secure. Secure online access and e-Delivery of statements helps protect you from the possibility of mail fraud and identity theft.
  3. Expanded access. Available 24/7 from any device.

By turning off your paper statements, you will no longer receive a paper statement in the mail. Instead, you will receive an email letting you know that your statement is available in Account View. To sign up, click on the Go Green Meter on the Account View homepage or go to the Statements tab and click Go Paperless.

 

 

Have a busy schedule? We understand and have the technologies in place just for you. 

   * eSignature Client Reference Guide  

   * eSignature Video Clip


eSignature promotes an enhanced signing experience and increased efficiency.

   sign Sign documents using any device - A couple of clicks on your mobile device or pc and you're done.   

 sign   No mailing, faxing or waiting - Email documents for instant signature and return. 

  sign  Security is top priority - Documents are encrypted and a complete audit trail is maintained.

 

 

 

 

 

Our Financial Planning Tool

MoneyGuidePro® raises the bar, making quality financial plans possible.

The biggest questions investors face in pursuit of their investment goals are whether or not they are saving enough, if their money is allocated correctly, and if not, what they can do. To gain clarity around these questions, we utilize the goal-based financial planning tool, MoneyGuidePro®.

http://go.moneyguidepro.com/benefits-of-planning

 MoneyGuidePro® is a formal analysis tool to assess your financial situation. The interview-style questions take the emotion out of difficult, but critical topics of discussion such as life insurance and survivor needs so we can accurately and realistically assess your financial situation. MoneyGuidePro® is a goal-based application, helping you understand how your current portfolio compares to your stated goals. Take a look at the sample report below. 

 SampleReport

 At the completion of your report, you will be given access to your own Planning Portal where you are able to monitor your individual financial plan goals.  Contact our office for an appointment to begin creating your quality financial plan. 

 

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