CLIENT VAULT
(ShareFile)
Access to:
- Secure Document Storage
- Document Uploads
- Tax, Legal, & Financial Documents
- Data Room
PERFORMANCE
REPORTING (Orion)
Access to:
- Performance Statements
- Asset Allocation
- Account Activity
- Daily Values
CHARLES
SCHWAB
Access to:
- Current Account Values
- Account Statements
- Trade Confirmations
- Tax Documents