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Pershing Brokerage Accounts

Access current account balances, view transactions, download statements, confirmations and tax information as well as other brokerage account details.

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Waddell & Reed Accounts

Access current account balances, view transactions, download statements, confirmations and tax information as well as other Ivy Investments account details.

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Wealth Management

This free personal wealth management website offers a window into your financial world. View up to date information on your accounts, net worth, investments, spending, insurance and more. If you are interested in setting up your own personal wealth management site, contact Caresse Vera by email at [email protected] or by phone (619) 295-9930.

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COMPASS Reports*

Comprehensive Portfolio Aggregation Services (COMPASS) provides simplified, consolidated reports that bring your portfolio into view. To obtain access, contact Miles at [email protected].

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Insurance & Annuities

Access your policies including values, beneficiaries, statements and tax forms.

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Financial Planning

Download copies of documents you may use to organize and prepare for your financial plan development meetings.

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08/18