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We offer various ways to ensure you stay informed and up to date with your financial plan, accounts, and investments. The below resources are available to you to view and manage your accounts, statements, and more.

An aggregate look at all your accounts
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Statements and tax documents for accounts at Pershing
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Statements and tax documents for accounts at Fidelity

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ShareFile allows you to securely send files to us
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Access to your personal financial dashboard
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CIRStatements
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NETXInvestor
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Wealthscape
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Need additional assistance setting up your accounts? Click the links for the corresponding platform you need help with.