Utilizing Technology to Stay Connected to Your Advisor
Stay Connected to Your Investments with...
SECURE PORTAL - ADVICEWORKS:
ADVICEWORKS is an easy-to-use digital portal that allows
you to collaborate better with your financial professional.
Access all your statements and tax documents.
Utilize calculators to set goals and measure progress.
Link investments, bank accounts, mortgages, real estate and other assets and liabilities.
ADVICEWORKS is your online aggregation tool to view your financial information all in one place and to assist you in planning for education, retirement or a specific purchase.
PERSHING ACCESS - NETXINVESTOR:
NETXINVESTOR is your online access to your investment accounts held at Pershing LLC.
Access your account, print statements and view trade confirmations.
Obtain quotes and perform market research.
Track market gains and losses.
Pershing LLC is a wholly owned subsidiary of The Bank of New York Mellon Corporations.
Stay Connected to Your Advisor with...
TEXTING - MY REP CHAT:
In our increasing busy lives, staying connected is becoming more and more challenging. Texting is quick, easy, and convenient. If texting is your preference, be sure to reach out to us to learn how you can stay connected with your advisor via MyRepChat.
SOCIAL MEDIA - LINKEDIN, WEBSITE AND YOUTUBE:
Our social media platforms will give you a direct link to stay in the loop on special events and office happenings, plus the latest market moves and financial trends. Stay up to date on all the information you need to pursue your financial goals, while also getting to know the firm on a more personal level.
Feel free to connect on social media and send a quick hello – let’s stay connected!
LinkedIn
Website
YouTube
To learn more about ADVICEWORKS, NETXINVESTOR, MyRepChat and our social media platforms, call 603-296-0063 and speak with one of our Client Relations team members.