Enables Financial Health Center Private Wealth Management clients to access all of their investment assets managed by and held at Financial Health Center on a 24/7 basis.  Using an Internet connection, you can:

• Check balances
• Review portfolio holdings
• Check order status
• Look at account history
• Get quotes
• Read realized & unrealized gain/loss reports
• Calculate asset allocation
• Make cash flow projections
• Review account profile
• View historical monthly statements, trade confirmations and tax statements using E-Document Suite