Client Resources

Woman's Hands Calculating Home Finances At DeskWe invite you to explore the calculators below to learn more about required minimum distributions, investments, college savings, and retirement savings. Contact us if you have questions or would like to learn more about any of these topics and what it means for you and your finances.

Account Access
NetXInvestor – Previously My eDocument Suite, provides copies of your Pershing statements and notices

CIRStatements – View your account information

If you are not currently enrolled to view your accounts online, please contact your advisor’s office.

RMD Calculator
Use the below links to calculate the required minimum distributions (RMD) from 401(k) and traditional IRAs
RMD
IRA minimum distribution calculator tool

Investment Calculators
Use the below calculators to follow your investments
Investopedia
Oppenheimer Funds

College Funding and 529 Plan Calculators
These links contain information regarding saving for a child or grandchild’s college education
What is a 529 plan?
529 Plans: Questions and Answers

Social Security Calculators
Retirement estimator
Social Security income calculator

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.