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.