Features for Our Clients...

     
 
Introducing “My Virtual Safe"
By Zuzana Harvis
 

Until recently, we had two ways to share information with you about your accounts electronically.  First, we could upload reports on your accounts to My Reports, a secure area of our website. Second, we could e-mail you documents in a password-protected zip archive. Now we have the third way which can replace both and offers several additional advantages.

My Virtual Safe is a new two-way secure information exchange channel between our clients and our firm. It is an online interface accessible through a web browser that allows for a secure transfer of sensitive financial information between you and us via your own “virtual safe.” This type of information exchange provides a significantly stronger level of security for transmitted material versus zipped and password-protected e-mail attachments.

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When to use "Secure E-mail" form
 

The secure e-mail form should be used in lieu of regular e-mail if you need to contact us electronically regarding sensitive information on your accounts. The e-mailed data does not travel over the Internet in open form through several e-mail servers as regular e-mail does. Instead, the form uses an encrypted connection directly to our secure server.

There is no facility in the form to attach files. If you need to send attachments securely, please sign up for My Virtual Safe.

Access Secure E-mail.
 
 
MedJet Assistance Program
By Betty Thomas
 

If you travel a lot you may sometimes have concerns about being sick and far from home.  When you travel for pleasure or business, there can be nothing worse than becoming ill or having to be hospitalized in a foreign country or even elsewhere in this country.  The cost to arrange transportation home can be astronomical.  The Medjet Assistance Program provides a way home that is cost effective and can put our minds at ease.  With this program we know we can be treated by our own physicians, in a hospital of our choice, close to home. 

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DocuBank® Service
By Diahann W. Lassus and Clare E. Wherley
 

According to a study in the Journal of the American Medical Association, health care directives are unavailable in 75% of the cases that they are needed. It’s frustrating to hear a statistic like this when we know so many of you have taken the time, incurred the expense and cared enough about those around you to make sure you have your documents in place and up-to-date. So, we were delighted, recently, when we identified a new service which we feel will be useful to many of you. DocuBank® is an emergency access service for health care documents.

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 Privacy Policy  

 
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  My Virtual Safe
     
 

Access your monthly reports - Consolidated Appraisal and Individual Appraisals on your accounts over a secure connection. We update the reports regularly. You can also use this as a secure communications link to send us documents securely.

  
     
  Before using this feature for the first time please call Zuzana Harvis at (908) 464-0102 to receive your UserID and Password.  
     
  My Accounts  
     
  Check your accounts at Charles Schwab, National Advisors Trust Company or Fidelity.  
     
  Call Schwab at 1-800-515-2157 to receive initial password to Web-enable your accounts. You will be asked to identify yourself and to prepare a Login ID of between 6 and 20 characters. The Login ID must contain at least one letter and cannot use special characters (such as !,@, &). You will then be assigned a temporary password which you will be required to change the first time you log in.  
     
  Call Jonne Morris to get web access to your National Advisors Trust Company accounts and Fidelity accounts.  
     
  Finance Essentials (Free Access)  
     
  Learn Investment Basics, Tax Saving Strategies and how major Life Events can effect you. Also, get access to various financial and tax calculators. Courtesy of Financial Strategies Online.  
     
  Secure E-mail  
     
  Use this form to e-mail us any questions you might have regarding your accounts. Your questions will be answered the same day in most cases. We prefer this form of contact over telephone because it allows us to conduct a detailed research and answer your questions to your full satisfaction. It also helps us allocate our time better.