At Strategic Income Group, we provide you with the tools you need to review your accounts at any time. Learn about Account View and WealthVision below to discover how you can take advantage of these tools and learn what they can do for you.
Account View allows you to view your investment information in one convenient location: online! Take a look at the video below for an overview:
To access Account View, click here or click “Client Login” on the navigation bar at the top of StrategicIncomeGroup.com.
When you join the Strategic Income Group family, you’ll receive an email from My Account View Online and will be instructed on what is needed to set up your username and password.
Once you are logged into Account View, you’ll have easy access to your account portfolio, quotes, market performance, and news.
You can also:
- View your total portfolio value and any changes in value that occurred during the day
- Go green by eliminating paper statements and trade confirmations
- Export financial information for further analysis or tracking
- View a pie chart that displays how your investments are allocated
- View a graph that presents the growth of your portfolio over a specified period of time
You can access Account View from your computer, tablet, or smartphone.
Watch the video below to learn how to access Account View on your iPad:
If you would like to learn more about Account View, download the informative brochure below.
- Download Account View Brochure PDF
If you would like to learn more about going digital to get rid of snail mail, clutter, and information that’s outdated the moment it’s printed, check out the guide below which includes step-by-step instructions on going green:
- Download Going Digital with Account View PDF
If you would like to learn more about viewing Account View on your mobile device and understanding the benefits, download the page below:
- Download Mobile Account View PDF
We encourage all of our clients at Strategic Income Group to take advantage of the powerful tools available within Account View and avoid the hassle of filing paper documents.
But there’s more to Account View than viewing your portfolio . . . .
WealthVision is the independent financial planning software we utilize at Strategic Income Group. This software helps us bring together account assets and information for the purpose of tracking financial progress against goals.
WealthVision helps us provide a comprehensive view of all assets in one place with real-time asset values for our clients’ financial plans.
You can access WealthVision after you have signed into Account View by clicking on the Wealth Vision tab.
Take a look at the home page of WealthVision and how you can see your financial life in one place:
Here’s another example:
WealthVision also helps us determine the long-term viability of a financial plan. For example, take a look at the screenshot below for example of how many portfolios look over time:
By helping our clients identify areas for improvement, such as in lowering their expenses, WealthVision shows our clients the difference that can be made over time to maintain their portfolio over the long-term:
Get the information you need, stay in control, and make smarter decisions today with Account View and WealthVision!
Sign into Account View and take a look!