Service Levels

You've seen the flexibility and security of the system. Now what do you do?

Enroll now for access to your data in one secure place. Options are available at a variety of levels.

Investor Website * includes:

  • Wealth Management System access for up to 10 accounts
  • Set-up support for first 30 days
  • 2MB vault storage *

Family Office* includes:

  • Wealth Management System access for unlimited accounts
  • Quarterly performance reports *
  • Unlimited set-up support
  • 10MB vault storage * 

Family Office + * includes:

  • Wealth Management system access for unlimited accounts
  • Monthly & quarterly performance reports *
  • Unlimited reports on demand
  • Unlimited set-up support
  • 50MB vault storage *

See Terms of Use for additional details or limitations

Enroll today to start enjoying the benefits of seeing all your information in one convenient place!