Your personal Adams Wealth Portal allows you to quickly and easily monitor all your financial accounts. With information on your individualized account investments at your fingertips, youll be able to stay completely in the know on how the market is impacting you, your financial plan, and your investment performance.
The features of the Adams Wealth Portal include:
1. Aggregate View: View all your managed accounts in one place, tracking changes daily.
2. Performance Insights: Access a detailed report on account investments, performance, and transactions.
3. Market Overview: Stay informed with index fund performance, expert commentary, and instant ticker search.
4. Your Document Vault: Manage documents effortlessly – view statements, tax documents, and shared documents with your advisor.
5. Service Team: Access contact information for your individual service team, ensuring easy communication.