Broker Check

Consolidated Statements

We are pleased to announce that online financial statements are now available. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is being made available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial services.

Click on the following link:

Once there, select the "Registration" button, enter your Social Security number and the temporary password. Once you have entered your temporary password, 147283, you will then need to create your own private User Name and Password and submit the form as requested. Once the form is receive, we will activate you on the system. Shortly thereafter, you will receive a confirmation e-mail letting you know that you are ready to access the system. From then on, you will be able to view your account information, any time, day or night.

There is no special software to install or learn, and you will be able to access it from any computer, anywhere in the world! No more waiting for the next calendar quarter to view the performance of your holdings--you will be able to see it whenever you want, from the convenience of your home or office.

We are very excited to offer this incredibly useful tool to you, and look forward to being able to provide you with an enhanced level of service as a result of it.

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