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Fees, performance and the difference advice can make
Fees, performance and the difference advice can make

Ever wondered how your investments are doing? Or how much they're costing you? Starting January 2017, two new reports will help answer those questions. Plus, check out the PDF below to discover how valuable investment advice can be.

Annual Performance Report

Get a summary of the value of your investments. Plus, track your portfolio's personal rate of return.

Track your performance

Annual Fee Disclosure Report

See the administration, advice and service costs on your investment accounts.

Understand the fees

Value of Advice

Did you know? Investors who use a financial advisor tend to accumulate more wealth1. Find out how advice has helped investors like you.

See the difference

1 New Evidence on the Value of Advice, 2012, Dr. John Cockerline (IFIC). Advised households have four times the median current financial assets of non-advised households.