Accessing Statements Online
Careful scorekeeping is an important part of the service we provide clients. In addition to our other reports, online access to daily account activity and performance is available.
Access Your Account
We are in the final stages of transitioning to a new portfolio accounting system. As a result, online access to portfolio information is temporarily unavailable. If you have credentials to access the old system, we'll be contacting you with new credentials soon.
Sign Up for Access
If you are a client and would like to access your account statements online, please contact Darleen Homan by phone at 212-644-5252 or
via e-mail.
Questions/Problems
If you have problems accessing your account statements online, or need help with your password, please contact Darleen Homan by phone at 212-644-5252 or
via e-mail.
