Financial Consultants

A Financial Consultant can provide information and help you at every stage of the investment planning process. In preparing to meet with one of our Financial Consultants, please have the following information:

  • Your basic needs, the timeline for meeting those needs, and your investment objectives
  • Information on your current financial situation
  • Your risk preference
  • Your desire for asset allocation and diversification

 

Online Account Activation

We are pleased to offer you the convenience of viewing your brokerage account documents online, including fund prospectuses, annual reports, proxy statements, confirms and account statements. We encourage you to register today.

Once registered for this service, you will be notified by email when a communication is available to view online. There are a few documents that are not available through this paperless service. They will continue to be sent to you via regular mail. Click on the Activate Online Account to get started!

  1. Contributions for education savings may be made by third parties. Unless the third party is the accountholder for the beneficiary, the third party will not have access to the funds in the account.