account access

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Account Access

To access your account for performance reporting, or directly with your custodian, please send an email request to your advisor or directly to us here. If your email matches the information we have on file we will send you a welcome email that will provide instructions on how to establish your credentials. During regular business hours (8 AM to 5 PM Pacific Time) you can also call our office at (858) 935-1125 for initial access. Once you have your credentials, please click the appropriate link from the choices provided.