Access to your current investment information has never been more convenient and secure.
You want and need your investment information to be "up to the minute" and easy to quickly access.
We are pleased to offer you the digital convenience of Account View and e-Delivery--secure online access to your portfolio from any device, at any time convenient to you. For FREE!
Here are several important benefits of Account View and e-Delivery …
- You have 24/7 access to timely and accurate information about your investments.
- Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
- Since your account is continually updated and remains current unlike a paper statement that is outdated the moment it is printed.
- It’s easy to find and click to accounts, positions, transactions and statements.
So, say goodbye to snail mail, clutter and outdated information.
You can send me an email message or call the office to schedule a time to talk, 470-655-1130.
Or, if you're not quite ready to take the next steps and enroll, please view our Account View and e-Delivery video.
Feel free to contact us if you have any questions or want more information.