Because our client-oriented approach to financial investments/planning involves a shared focus between commission-based and fee-based financial planning, there may be several different companies/account holders in your portfolio. To access these accounts/statements online, it is necessary to register with each corresponding servicing vendor on your account.
For your convenience, we have placed links below that will allow you to access the individual accounts within your portfolio. If you are unsure where your accounts are held, please contact our office or refer to the current position report that we provide to you annually. You may also contact any Prout Financial Design representative at any time to request a current position report on every asset that you hold with our firm.
PLEASE NOTE: The information and links provided by Prout Financial Design are strictly a courtesy. Selecting these links requires that you leave Prout Financial Design’s website. As such, Prout Financial Design makes no claim(s) for the totality or accuracy of the information provided at outside websites, nor is our company liable for any direct or indirect technical or system errors or any consequences arising from your access to or your use of any third-party technologies, websites, information or programs. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.