1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935 (928) 358-4314 Office Hours: 8:00 am – 5:00 pm Monday - Friday
Be confident about your retirement.
Providing clients with Client Portal is one way we are committed to help them pursue their financial goals.
Accessed from a computer, tablet or smartphone, Client Portal provides secure, convenient, 24 hour online access to investment account information.
Client Portal is all about ease: it offers simple navigation across accounts, positions, transactions, statements and trade confirmation for an intuitive client experience.
The home page offers easy access to account portfolios, quotes, market performance, news and other highlights, such as:
Total portfolio value and any changes in value that occurred during the day
The ability to go green – mailings of statements and trade confirmations are eliminated
Financial information that can be exported for further analysis or tracking
A pie chart that displays how investments are allocated
A graph representing growth of portfolio over a specified period of time (e.g., the current year-to-date, all available time frames, the last 12 months, pervious year or custom time frame)
View statements, trade confirmations and tax documents