Client Access 4.11.0

Client Access provides a robust, user-friendly, and secure online platform for accessing your accounts at any time. Designed with mobile convenience in mind, it allows you to effectively manage your investment portfolio, initiate fund transfers, deposit checks, and access real-time market data. Whether you need a quick overview or a comprehensive analysis, all the necessary information is right at your fingertips.

• View your account balances, including assets and available cash
• Monitor the current value of each of your investments
• Access detailed asset allocation analysis
• Retrieve and store important documents, such as trade confirmations and tax reports
• Safely store financial statements and insurance documents in a secure vault
• Utilize a range of convenient client tools
• Quickly access your financial advisor's contact information

Please note that asset allocation does not provide a guarantee of profit or protection against loss.