For example, if you would like to view both your spouse's and your own accounts with one login we can get this set up for you.
Furthermore, and perhaps more exciting is if you'd like online access with similar information to what we send out in your investment reports we have a website now that is updated daily that we'd be happy to connect you with.
An example below, it's more interactive online too.
Thanks, and please let us know if you have any questions on these options or anything else!
These articles represent opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.