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  3. AccountView

AccountView

In our increasingly instantaneous world, clients expect immediate access to the information they want, whenever and wherever they want it. With Account View and eDelivery, clients will enjoy a timely, accurate snapshot of their investment portfolio. 

Statements, trade confirmations and tax documents are delivered electronically and portfolios can be viewed in totality and exported for analysis and tracking. Benefits of AccountView include:

FAN logo.JPGSecure, 24-hour online access via computer, tablet or smartphone
FAN logo.JPGAn easy-to-use interface
FAN logo.JPGSimple enrollment that takes just five minutes or less
FAN logo.JPGAll features are available at no charge to clients 

Platforms

  • Redtail Technology
  • WealthVision
  • eSignature
  • Remote Deposit
  • AccountView

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your partner.

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Phone: 240-499-2770

Email: info@fan-advisor.com

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Maryland Financial Group, Inc. a registered investment advisor. Maryland Financial Group, Inc., and Financial Advocacy Network are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

 
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