As a Steward Advisors client, you will have access to our Wealth Management System, a secure portal that gives you up to date information on your entire portfolio from your computer or mobile device – even credit cards and accounts at banks and or other financial institutions. The Wealth Management System lets you:
- Aggregate and view all your financial accounts, including Steward investments
- Review your account balances, holdings and transaction history in real time
- Track your income, expenses and net worth
- Run financial reports and identify financial goals and priorities
- Securely access quarterly performance reports and monthly billing statements from Steward, as well as any other important documents you want to upload for safekeeping
The Wealth Management System integrates with our financial planning tools to help keep your Steward financial plan current with the latest information. The Wealth Management System is one spot where you can access everything you need to stay on track and monitor your day-to-day activity.