Your Investments

www.accessmyportfolio.com allows you to access and track your investment account(s) while you're on the move. With the simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the capabilities include:

 

  • A dashboard summarizing your investment account(s), market value, and how your money is invested.

  • Graphical views showing the value of your investments over time.

  • Prior statements and tax forms.

  • For technical support in viewing your accounts online, please call 1-888-737-6953.

© 2019 Promontory Financial Planning. The material provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

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