Client Account Access
At our firm, we want to make accessing all of your investment information as simple as possible. Below you will find links to access your brokerage accounts and any other accounts that you hold directly with the sponsor company. We encourage you to click on Client Portal below, we feel you will be really impressed.
At Stichler Wealth Management, providing the latest and best in technology to our clients is very important to us. Our client portal becomes the nucleus for our clients' financial lives. Below is a list of features that our client portal allows you to do:
- View and adjust the plan that was created with your advisor
- See how different scenarios will affect your after-tax returns
- View your accounts, whether with us or another financial institution, in one secure place
- Save important documents such as wills, trusts, etc. in your personal Vault
CIRStatements is our personal wealth reporting website that provides a consolidated look at all your investment accounts held with us and our broker-dealer, Cambridge Investment Research, in one convenient place. Please contact our office to request your temporary password to get started. Below are a few samples of what you can access:
- Performance reports across all accounts
- Updated market values
- Transaction history
Accounts held with Fidelity Custody and Clearing Services (aka National Financial Services) can use Wealthscape to access the details of your accounts. If you want to go paperless, this is the website for you. Once you register you can elect to go green. Once you get logged in you will be available to view:
- Brokerage and Managed Account Statements
- Tax Documents
- Trade Confirmations
- Current Cost-Basis
- Detailed Transaction History