Let’s make 2023 the year of organization! From remembering the endless list of websites and login credentials to simply not knowing one account from another, it’s easy to feel overwhelmed when looking at your finances. Let us help to improve your financial wellbeing by getting you on the path to a more organized financial future.
Three ways to get started: consolidate accounts, utilize resources from our custodians, and sign up for the Verum Client Portal.
Take a look at the accounts you have open. Are there any zero-balance accounts, accounts that can be combined, or simply accounts that are no longer in use? Let’s take the first step by eliminating unnecessary accounts.
Unless there’s a specific reason for keeping assets separate, this is one of the easiest ways to start simplifying!
Our custodians, Fidelity and Schwab, have great online resources to view account information such as balances, transaction history, statements, and tax forms.
By registering for online access, you will have the option to sign many forms electronically, like new account documents, money movements, or general account maintenance requests. This is less work for you compared to wet signing and leads to quicker processing times with custodians.
With e-delivery options, you can reduce the amount of mail you’re receiving, and you can easily access monthly statements or tax forms at your convenience. We can help you add nicknames to your accounts so you can easily identify one account from another.
Fidelity’s online view:
Schwab’s online view:
Verum Client Portal (“Portal”)
eMoney Advisor is the provider of our client portal software. This is one of the best tools Verum has to offer to get clients on the path to organization. The Portal allows you to see everything in one place, including accounts outside of Verum.
As described in eMoney’s training guide, “This Personal Financial Management site provides you with the tools to organize your financial life. Using this wealth management portal will help you stay connected with your finances in one simple consolidated view.”
Additionally, the Vault feature within the Portal is an easy way to share and store documents. Rather than sharing over email, you can upload important documents to the Vault for us to access, and we can do the same for you.
The Portal has a great user interface that’s easy to navigate and personalize. We highly recommend this tool if you’re not already using it.
View of homepage:
View of Vault:
Let’s make sure you are utilizing all available options to get organized, and remember, we are always here to help! Start 2023 off with the ultimate sophistication: simplicity.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. For additional information, please visit: https://verumpartnership.com/disclosures/
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.
Verum Partners LLC (“Verum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Verum and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at http://verumpartnership.com