Our advanced technology gives you the client the ability to track not only your investment accounts, but also your overall wealth.
This investment tracking tool enables you to view a wide assortment of up-to-date data on all assets that StoneCrest Wealth Management directly manages. Historical performance, current values, and various investment comparisons are just a few of the many reports available at any time via your secure online access.
This powerful financial information and management tool allows you to organize, store, and monitor all of your important financial and personal information in one place. Secure, online access gives you anytime, anywhere access to your "personal financial home page"
Watch a short video on how we can simplify your life with the use of our advanced wealth management tool.
The myWealth tool provides you with a level of coordination and control over your financial affairs that was previously unavailable and allows our team to better serve your financial needs. myWealth allows you to:
- View all of your accounts together, with balances updated daily
Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked on myWealth, with balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other personal assets.
- Store all of your important documents in one place
Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important documents can be scanned to your "personal secure digital vault" that you can access from anywhere in the world using an internet connection.
- Collaborate more effectively with your advisors
With myWealth, you can collaborate with your advisors by giving online access to specific documents in your digital vault to specific advisors. For example, you could allow your accountant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.
- Create alerts for important tasks
myWealth allows you to set up automatic reminders to yourself -- sent directly to your email address -- for anything from anniversaries and birthdays to tax filing dates and CD maturity dates. It also allows you to create automatic alerts if an account balance goes below a certain amount, a stock option grant is about to expire, or your asset allocation has changed beyond a pre-set range.
- Track all of your award programs in one place
myWealth allows you to track in one place your frequent flyer miles, hotel award points, credit card awards, and other point programs in which you participate.
Learn more about the security features of our advanced wealth management tool.
Pershing account statements and trade confirmations