Hammond Iles Portal

Effortlessly Connect To Your Financial Picture From your Hammond Iles portal, you can securely access account details, your investment portfolio dashboard, and document vault instantly from your phone or tablet. While on the go, you can quickly contact your financial coach, and receive messages and updates from your personal finance team. At-a-Glance Details Requirements: To use the Hammond Iles portal, you need to be a Hammond Iles Wealth Advisors client. To request access, please contact (800) 416-1655 or [email protected]. Home: When you log in, you’ll see your accounts, total portfolio value, and top holdings for quick reference, plus quick access to every page of your portal. You can effortlessly schedule an appointment or contact your financial team with clickable links to phone numbers, email, and office locations. Portfolio: From your Portfolio dashboard you’ll see details and a dynamic overview of your portfolio with performance cards highlighting key information. For even more detail, you can click on each card or use the drop-down menu to quickly switch between different cards. Everything is completely customizable using filters to select specific date ranges, portfolios, or accounts. Vault: Securely and easily keep track of and share your important financial and legal documents. From here, you can organize your documents into folders, drag-and-drop to upload new documents, and easily move files from one folder to another. ▪ The Shared Folders option allows you to share documents with your financial team. ▪ The Statements and Reports folders give you quick access to view investment reports created by your financial team. My Accounts: You can see a detailed list of your Hammond Iles and outside accounts, balances, and expand each account to see your holdings and their individual values. Trusted & Secure Hammond Iles uses cutting-edge security protocols to help protect your personal information. In-Person Support Personal support (with a real human) will walk you through any questions you have M-F 9-4pm ET at (800) 416-1655. Online Support Simply email [email protected]. If you email us M-F 9-4pm ET you’ll receive an immediate response. After hours and weekends, you’ll receive a response the next business day. Our commitment At Hammond Iles Wealth Advisors we awaken dreams and empower investors across three generations to live a life of freedom and fulfilment. Disclosures Hammond Iles Wealth Advisors is a Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Hammond Iles Wealth Advisors are not affiliated companies.