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Stay Connected to Your Investments with Account View Portal and App

Through your partnership with us, you now have access to a new online portal and 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.

How to start 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. Attached to this email are the following:

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

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Contact us

Call: 1-760-771-3339

info@soliswealth.com

Address:

Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

View LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Solis is domiciled, and his principle place of business is CA.

CA Insurance # 0795867

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