This client portal for Bell Rock Capitals customers is full of details not available through custodian websites. It includes features such as:
*Real time portfolio values, performance, transaction reports
* Add all your financial life to your portal to view everything such as bank balances, credit cards, mortgages, and even add in other tangible assets such as collectibles, real estate and artwork
*Find all your monthly statements, confirms and tax reports
*Use the Contact Your Advisor feature to send a message to your advisor
*Get access to exclusive client only commentary and video messages
*Upload your important documents such as wills, etc into your secure cloud