Hammond Iles Portal 1.80

Effortlessly Access Your Financial Overview

The Hammond Iles portal offers clients a secure platform for instant access to account details, investment portfolio dashboards, and a document vault via mobile devices. Users can easily connect with their financial coach and receive timely updates from their personal finance team while on the go.

Overview of Features

• Access Requirements: Clients of Hammond Iles Wealth Advisors can request portal access by calling (800) 416-1655 or emailing [email protected].
• Home Dashboard: Upon login, clients are presented with their accounts, total portfolio value, and top holdings for quick reference. The dashboard allows for efficient scheduling of appointments and easy contact with the financial team through clickable links for phone numbers, email, and office locations.
• Portfolio Overview: The Portfolio dashboard provides a dynamic view with performance cards that highlight essential information. Clients can delve deeper by clicking on individual cards or switching between options through a user-friendly drop-down menu. Additionally, portfolio metrics can be filtered based on specific date ranges, portfolios, or accounts.
• Document Vault: This feature enables clients to securely manage and share important financial and legal documents. Users can organize documents into folders, utilize drag-and-drop functionality for uploads, and rearrange files easily. The Shared Folders option is particularly useful for collaboration with the financial team, while Statements and Reports folders provide swift access to important investment reports.
• Account Overview: A detailed list of accounts, both with Hammond Iles and external institutions, showcases balances and the ability to expand each account to view individual holdings and values.

Security Assurance:

Hammond Iles employs advanced security protocols designed to safeguard personal information effectively.

Support Channels:

• In-Person Support: Clients can receive personal assistance by calling (800) 416-1655 from Monday to Friday, 9 AM to 4 PM ET.
• Online Support: For inquiries via email, clients can reach out to [email protected]. Responses are typically provided within business hours, with next business day replies for after-hours inquiries.

The Hammond Iles Commitment:

The firm prides itself on empowering investors across three generations to realize their dreams and achieve a life of freedom and fulfillment.

Disclosures:

Advisory services are offered through Hammond Iles Wealth Advisors. Securities are offered through Ceros Financial Services, Inc., a member of FINRA/SIPC (not affiliated with Hammond Iles Wealth Advisors).