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Coming soon:
Coming soon:
your online access, reimagined
We’ve heard your feedback, and we’re excited to bring you a new online experience.
More features. More functionality. More everything!
We want to help you achieve your financial goals faster, which is why we’ve completely reimagined your online access.
It’s jam-packed with new, user-friendly features and functionality that you’re sure to love.
What’s new?
Simple Self-Serve Features
Whether you want to move funds, book a meeting, or open a new account, you can now do more online.
Enhanced Dashboards
Our advanced Portfolio and Accounts dashboards can help you keep track of your investment performance over time.
Set Up and Track Your Goals
No matter what your financial goals are, our goal tracker can help you get there faster.
Here’s a sneak peek
What happens next?
In Fall 2024, we will begin gradually rolling out online access to the new platform. Watch your email inbox for your invitation to start the registration process. Please contact us at 1.800.263.9541 if you need to update or change your email address in our system.
Your questions, answered.
Why are you launching a new online access?
We listen to and value the feedback we receive from you, our valued clients, and to make it easier for you to achieve your financial goals, we have created a personalized, modern, and user-friendly way for you to access your investment accounts.
What will happen to the old online system?
The old system will be decommissioned on December 31, 2024.
What do I need to do to prepare for gaining new online access?
In keeping with industry best practices, and to help safeguard your identity, a unique email address (i.e., an email address not shared with anyone else in our system) needs to be available and recognized in our system. Your unique email will serve as your ‘username,’ therefore it’s important that it is yours alone. If you have not provided us with a current and unique email address, please contact us at 1.800.263.9541. Please note: for security purposes, updates/changes to client contact information must be validated by phone.
