We are thrilled to announce that our new and improved website will launch this month! It’s been about five years since we last conducted a major website update and during that time our business has grown, our use of technology has become far more sophisticated, and the services we offer have greatly expanded. Our new website accomplishes two key goals. First, it better tells the story of who we are, what we do, and how we do it. Second, it houses our new client portal. This client portal is a robust, interactive, and comprehensive offering that will be accessible from a variety of mobile devices as well as your desktop.
If you have not already received an email invitation from us to access the portal, you should receive one shortly. The portal invitation will come from BLB&B Advisors and will ask you to click a link in the email to set up a password. Once you set up your own password you can then log into and access the various features of the portal. In the portal, you will be able to see your holdings, transactions, asset allocations, and some basic performance information. You will also have the option to link all your financial accounts (bank accounts, outside investment accounts, work retirement accounts, mortgages, home value, etc.) and then get a view of your total net worth.
We hope you enjoy our new website and portal and please rest assured that our technical staff is on hand to help should have any questions or difficulties in accessing or using the portal.