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Stay connected to your investments with Account View

Stay connected to your investments with Account View

| May 17, 2022
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Through your partnership with us, you now have access to a new online web portal and mobile app, known as Account View, which makes it easy to view and track your investment accounts. This will allow you to stay connected to your investments and access your information—from anywhere, anytime.

The Account View 2.0 modernized dashboard provides a simple view of your account information so you can see everything from one,
easy-to-understand location. Plus, it provides you with the ability to elect paperless options for your documents, including statements, tax forms, and more.

How to get started viewing your accounts

We’ve put together some brief resources to help you get a feel for this new technology and learn more about how it works:

  1. To watch a short overview video, please click here.
  2. brochure with more detail about the features, benefits, and answers to top questions about Account View can be accessed with the following link: Account View Overview Brochure

It takes less than five minutes to create your account! Sign up now >>

If you’d like more information or to discuss this new tool, please feel free to call our office.

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