2774 Commerce Dr. NW, Suite A
In addition to documents like month-end statements and tax information, Account View enables clients to go paperless for more than 75 additional document types.
To go paperless, you will need to have access to your online client portal, Account View. Click here to learn how to get signed up or contact our office and we will send you a direct link to your email!
Clients who elect to receive the majority of their communications electronically enjoy the following benefits:
You can access your account and view your documents anytime with Account View, the secure online portal where yo have insight into your portfolios, positions, transactions and statements.
I am still receiving physical mail, though Account View shows I am 100% paperless.
Some of my accounts have switched back to paper delivery.
I share an email and account view login with my spouse, but we both want to go paperless.
Do I need Account View to go paperless?
Can my advisor change my email address for me?
Can I add my spouse to my Account View?
Why do they require a one-time passcode?
Is there a mobile app?