Introducing Your New Client Access Site!

Dymond Scruton Advisory Group - Mar 07, 2018
We are pleased to introduce our firm's new Client Access site, designed to make your portfolio easier to understand and access on the go. Some of the new features of the Client Access site include: More intuitive user interface and design Real-time

We are pleased to introduce our firm's new Client Access site, designed to make your portfolio easier to understand and access on the go.

Some of the new features of the Client Access site include:

  • More intuitive user interface and design
  • Real-time portfolio data
  • More detailed information about your holdings
  • Optimized across all your devices
  • Ability to subscribe to eDocs for paperless statements and tax docs via email notification. 

Here is an intro to the new portal, comparing before and after.

 

Next Steps:

  1.  Email me your preferred email address that will become your username for the new portal
     
  2. Following step 1, you will receive an email within approximately 5 business days, with the new link to set up your login.
     
  3. If you prefer going paperless, and are not already set up for eDocs, you can subscribe through the new portal.  Here are the instructions.  Note that if you are already set up for eDocs, this preference will migrate to the new site and you do not need to set up again.

Please contact me with any questions or feedback.

 

Sincerely,

 

Jeff Scruton