Client Account Access - HD Vest
HDVest's direct client access site provides consolidated information about all accounts you have through us, including those held at our clearing partner as well as directly with product providers. You can access current account values, statements and documents and chat with your advisor.
Click here to access the Client Connect site: https://client.hdvest.com/
Client Account Access - Clearing Firm
Our Clearing partner has a client access site that provides information about all accounts you have that are held at our clearing partner. You can access current account values, statements and documents and set your electronic delivery preferences for statements and confirms.
Click here to access the FCC Client Access site: https://wealth.emaplan.com/hdvest/SignIn?hdvest
Document Portal - SecureDrawer
When we need to exchange documents that contain confidential information, it is important to manage this securely. I use a tool called SecureDrawer. Your username is your email address and there is a "Forgot password" link on the login page if you need to reset your password.
Click here to access SecureDrawer: https://app.securedrawer.com/
Conference Call / Online Meetings
In today's world, it isn't always possible to have a face to face meeting. Sometimes it is more convenient to have a phone meeting with a screen share. When you enter the online meeting, you will need to enter your name and email as a participant in the meeting and then click "Join". You do not need to download anything or have your own account to use this tool.
Click here to join the Online Meeting: https://join.freeconferencecall.com/investwithaplan