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AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home, at work, or on the go.
This innovative digital platform delivers a powerful combination of clarity, collaboration, and security, allowing you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.
Within NetXinvestor, you are able to view your account information as well as documents that pertain to your brokerage account such as statements, trade confirmations and tax documents. This is also where you access BillSuite, which enables you to view, pay and manage your bills online. BillSuite is available for all accounts that have check-writing privileges at no additional cost. Contact us if you’d like to learn more about this feature.
This is a state-of-the-art financial tool allowing clients to see a complete view of holdings and transactions in their accounts, along with performance reporting. This service is made available to clients at no additional cost as a part of the firm’s ongoing commitment to providing comprehensive financial services.
This is a powerful tool allowing clients to access Quarterly Performance Reports, On-Demand Reports, Billing Statements and Overview Reports for their investment accounts on the MAA platform.
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