Tax Portal

• Download tax organizer
• Upload tax documents to your tax preparer
• Download prior years tax returns and supporting documents (W-2’s, 1099’s, etc.)

Bookkeeping Portal

Financial Planning Portal

• View or link investment accounts or credit cards for your financial plan
• View your balance sheet, cash flow reports, or expense data

Custodian Portal

• Positions, Values, Activity
• Monthly Statements & Trade Confirmations
• Tax Forms (1099 & 1099-R)

Investment Management Portal

• Detailed reporting including: Positions, Values, Activity and Performance.
• Quarterly reports
• Market Commentary and Outlook

Custodian Portal

• Positions, Values, Activity
• Quarterly Statements & Trade Confirmations
• Tax Forms (1099 & 1099-R)

Custodian Portal

• Positions, Values, Activity
• Monthly Statements & Trade Confirmations
• Tax Forms (1099 & 1099-R)

Custodian Portal

• Positions, Values, Activity
• Quarterly Statements & Trade Confirmations
• Tax Forms (1099 & 1099-R)

Financial Reporting & Bill Pay

Online Banking

Secure File Upload