To better serve our clients’ financial needs, we have launched an exciting, new Web site. With access to unique technology, www.ifa.com (see Client Log In on left menu) allows us to provide you a highly personalized online experience — from the customized way you choose to view your portfolio’s performance to the customized information we can post for your viewing only.

In addition, you’ll find top-tier research, timely reports and rich data.
For example, now you have 24-hour access to:

Portfolio Views: View your asset summary, all individual positions, unrealized gains and losses, graphs and charts of performance, benchmark comparisons, transaction history and more.

Account Aggregation: Create a consolidated view of all your online financial accounts on one screen. You can aggregate accounts from over 5,000 online account providers using a simple process.

Alerts: Receive timely market information about your portfolio. Set-up portfolio daily or weekly updates based on your last recorded positions, all delivered via email.

My Folders: In a secure fashion, view any sensitive information you wish to store here, for your eyes alone, including wills, trusts and account reports and data. Plus, you can view newsletters, summaries of seminars, reports, or files I have selected and posted on the site for you.

We recommend you periodically visit www.ifa.com (see Client Log In on left menu) to view new information we post. Our hope is it will become an integral part of your relationship with us.

Call an IFA advisor (Gordon Shuler, Dave Mertz, or Mark Hebner) today to set-up your temporary User ID and Password.

Call Toll Free: 888-643-3133

Sincerely,
Mark T. Hebner
President
Index Funds Advisors, Inc.

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