Legacy for Life®Access Legacy for Life® powered by eMoney for financial planning. eMoney is quite honestly the most powerful financial software in the industry. This tool, when combined with the personalized expertise of one of our Wealth Partners, can help guide each client through life’s most important financial decisions to pursue their goals.
Account View LoginAccess Account View for online access to advisory and brokerage information. Account View allows each client access to his or her own investment transactional detail. It also provides options for customization of statement and prospectus delivery as well as direct downloads into tax software for ease of tax reporting.
Go PaperlessClick "Go Paperless" for the convenience of viewing shareholder communications, including annual reports and proxy statements online.