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Account View
Account View is a technology that gives clients access to their financial accounts, statements, secure documents, and view how they are trending toward their goals. It is also a way clients can access financial proposals and connect with their Trusted Advisors Corp. advisor.
Account View can provide:
- Quick enrollment in less than 5 minutes
- Secure, 24-hour online access via web portal or mobile app
- Integrate information directly into Wealth Vision
- Choose which documents to go paperless (i.e. statements, trade confirmations, tax forms)