Having your financial information at your fingertips is easier than ever with Client Access, our online money management tool. Client Access brings your day-to-day finances and long-term investments together in one place. Easily log in any time of the day from multiple devices including your tablet or smart phone. Take advantage of the many tools available with Client Access. Upload and store statements, wills, or tax returns to the Vault. Share files and documents with your advisor and use the comment feature to initiate a conversation. You can even link your external accounts for a complete view of your overall net worth. Customize your portal so that what’s important to you is front and center. Filter account activities and transaction details. View and sort information about holdings in your portfolio. Make it your own! Rest assured that your financial information is secure with multiple layers of data protection. Firewalls and encryption technology as well as two factor authentication are in place to safeguard your personal data. We're keeping pace with today’s technology and happy to offer our clients this fantastic money management tool. For more information about Client Access, call us today for a complimentary consultation and demonstration.