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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.
Third
Party Access Form
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