The new website allows us to keep clients better informed than ever about their personal financial situation, giving clients secure access to customizable portfolio information and reporting 24 hours a day.
Fountain Valley, CA (PRWEB) August 26, 2013
The Orange County LPL financial advisors of IWM Partners today announced the introduction of a new version of its Account View website, providing clients an improved user interface and streamlined navigation for accessing customized portfolio analysis, statements, account and tax documents, trade confirmations, market trends and more. IWM Partners is able to provide client access to Account View technology through LPL Financial, the nation’s largest independent broker/dealer*.
Featured on the Account View homepage is clients’ total portfolio value and any changes in value that occur that day, a pie chart displaying portfolio allocation, and a graph of the portfolio that is customizable to show a specific time frame. The site allows clients to view all positions, the market value of different positions, and gain and loss details. All data on the website can be exported to Quicken and other accounting software.
“The new website allows us to keep clients better informed than ever about their personal financial situation, giving clients secure access to customizable portfolio information and reporting 24 hours a day,” says IWM Partners LPL financial advisor Shawn Hochuli.
The user-friendly Account View will also make it easier for the IWM Partners office to go paperless, reducing the need for the mailing of statements and trade confirmations. In addition to the environmental benefits, paperless statements and trade confirmations reduce the danger of mail fraud and identity theft and make it easier to reduce clutter. In an effort to protect clients’ sensitive information, the new Account View includes enhanced security features.
Once they sign up for access, clients are available to log on to Account View from computers, smartphones and tablets. To access Account View, clients can visit myaccountviewonline.com or find the link on the IWM Partners website, IWMPartners.com.
About IWM Partners
With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and retirement planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.
The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
*As reported in Financial Planning magazine 1996-2013, based on total revenues.