Broker Check
Client Web Portal Upgrade

Client Web Portal Upgrade

June 26, 2018
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Late last month our third-party vendor, Morningstar, upgraded our client web portal which many of you use.  If you have logged in recently, you can see that it has a sleek new look with an interface that allows for quick and easy maneuvering.  You are able to track your investment performance over whichever time period you wish as well as see a comprehensive, but easy to follow, diversification chart.  You can also dig down to any detail of your account(s) you want.   The feedback we have received so far is positive, and if you haven't already, login or let us know if you need access or forgot how to access it.  It still remains our go-to place for sharing documents of a sensitive nature (tax returns, account statements, etc.), so not much has changed on that front except a more pleasant look.  We hope you like it! 

To access your web portal, simply go to: and click on the "client web portal" link.