FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
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View your entire investment portfolio in one place. This tool will provide your current investment holdings, the funds in each holding, and the current value of your portfolio. You will also have access to the following:
If you would like access, please contact Sara by email at firstname.lastname@example.org, by phone at 585-697-9233 or click the "Contact Us" button below.
View all your accounts held directly with AssetMark. These accounts will begin with "3."
View all your accounts held directly with National Financial Services (NFS). These accounts will begin with "JW1," "DCY" or "SGQ."