Please call the office at 602-997-8882 to obtain your ID and Password.
In our portal we post your holdings daily as of the previous trading day. The information is organized in a very user friendly manner. You can also submit your client requests via the portal, including updating all of your contact information.
At quarter end, we upload your performance information, your portfolio statement and the fee invoice. There will be multiple quarters available for your retrieval and review.
If you need to send us any confidential information you can upload it to your portal and we will be able to retrieve it. We can also put confidential information into the portal for your use.
I hope you will take advantage of this feature on our website.