What is iAdvise?
A personal financial website customized just for you, iAdvise allows you to organize and simplify your financial life all in one place.
Why use a digital wealth management portal?
There’s no question that managing a lifetime of assets is complex and requires a commitment to ongoing attention and monitoring. The greater the assets you accumulate, the more demanding it becomes to manage your wealth and seek to ensure opportunities are not being overlooked.
How does it work?
iAdvise helps us efficiently collect and analyze your financial data, identify possibilities and track progress on an ongoing basis. It can help you consolidate and integrate the various areas of your financial life in real time, and can provide reports that can be viewed 24/7.
You’ll have access to a secure, online vault for storing critical documents and information, including your estate planning documents, insurance policies, income tax returns, passports and photos of valuable assets.
How do I get started?
We’ll schedule a time to go through the set-up process. A temporary username and password will be sent to you. When you login the first time, you’ll be asked to create a new password and setup security questions. (It’s important to make record of your new password.) During our call, we’ll help link your accounts to iAdvise and explain how your customized financial website works.
How do I access my information?
Updated daily, you’ll have a comprehensive view of your financial picture (including bank accounts, retirement plan assets, brokerage, mutual fund, annuity, insurance and 529 plans), no matter where you are or where your assets sit. Secure access to your personal website is available anytime, on any device you choose.
I’m ready! What’s the next step?