We’re excited to announce that the updated Client Access (formerly Investor Access) is now available. Some of the changes you’ll see on the updated site include:
- Increased emphasis on account balances
- New reporting and charting capabilities
- New view and sorting options allowing you to control what you see and how you see it
- Responsive design so it looks great across devices
We hope these changes will help you to more easily view and access the information you want and improve your overall experience with the site.
You can learn more about what’s changed here. As you familiarize yourself with the updates, please contact me with any thoughts or questions.
Sincerely,
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member
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