Online Access to your Investment Accounts
LEVEL 1 – the easiest – EMONEY
With emoney access (Your Personal Financial Website) you can see the balance, holdings, account history and more of all your accounts with me. You can connect all your other accounts (like your employer retirement plan) and analyze all your investment holdings together.
Logon with the “Website Logon” button www.tolerfinancialgroup.com
OR directly to the URL https://wealth.emaplan.com/ema/Default.aspx?ema/cambridgeinvestment/tolerfinancialgroup
LEVEL 2 – CIR Statements
This allows you to look at performance on all your accounts with me. You will be notified by email of new quarterly performance accounts that are generated here.
www.cirstatements.com – this access will be available once your accounts are established in 1-2 weeks.
click REGISTRATION – use your SS#
Your temp password Wayne1010
Create your own username and new password, and complete other info
LEVEL 3 – Detailed information, tax forms, account statements
Most Accounts – www.wealthscapeinvestor.com –
bookmark this login on your browser
Enter your personal information
Enter one of your new account numbers
Create a password and a security question – WRITE DOWN username
Accept terms and you are in!
On the left sidebar choose GO PAPERLESS, choose your correct email and which documents you want to be paperless (we recommend all except tax forms) – you will need to select each account for this.
Frontier – Fidelity www.fidelity.com and click login and register now, using your personal information.