Broker Check

How do I access my accounts online? 

You will first need to set up online access. Tanya or Sandy can assist with the direction per website.

How do I access my statements?

You can access your statements online once you are registered.

How often do I get statements?

Statements vary. Some are monthly, some quarterly and some annually.

How do I reset my password?

Contact Tanya

How do I retrieve my username?

Contact Tanya

How do I update my beneficiary designations?

A beneficiary change form will be needed. Contact Tanya

How do I get my tax documents? 

You can get your tax documents online or contact Tanya or Sandy

How do I go paperless?

Each account is different, contact Tanya or Sandy for account specific instructions.

How do I update my address, phone number, email?

Please email Tanya or Sandy to update in all places.

How do I schedule an appointment?

Please email to schedule with Mark Mappa

Please email to schedule with Brett Gardiner

Please email to schedule with Steve Wilhusen