Personal Wealth Management
How to Access Account View
As your financial support team the staff of Phillips Financial is dedicated to assisting you with all functions and concerns relating to your financial needs. To assist with these needs the following courtesy technology and services are available to our clients for added convenience.
Client Use Computer Station
We encourage use of our designated client computer station for your:
- Individual LPL Account View and Personal Wealth Management Website tutorial sessions.
- Assistance establishing electronic delivery of your various account statements.
- Access forms or statements that you would like to print in office.
- Access your Social Security Administration or Veteran’s benefits online for your financial planning needs or records.
- Supplement your computer and printing needs when your primary computer or printer is temporarily unavailable.
Print, Copy and Scanning Services
These functions are vital to proper record keeping of your financial records. Our state of the art equipment can make quick work of these tasks.
Our staff can assist or complete these projects on your behalf as it pertains to your Financial Planning needs,
Please call our office to schedule an appointment or notify that you intend to deliver your documents to the office for these services.
Many of your financial decisions in life will with come with a Notarial Service requirement. Our staff is available to provide these services as a courtesy for our clients.
We request that you notify our office of your Notarial Service request for service in advance so we may ensure that a Notary Public is available to meet the needs of your schedule. If you are unable to schedule an appointment in advance you may experience a wait time of up to 20 minutes.
We believe that goodwill is an integral part of the legacy we leave behind for future generations to inherit. To further align our practice with this belief we strive to reduce our ecological footprint to the best of our abilities. It is our hope that as our client, you will join us in this endeavor and make use of the eco- friendly features and courtesy services available through Phillips Financial.
Our staff is happy to assist you with establishing paperless delivery of your various eligible statements, transaction confirmations, prospectuses and reports.
Scanning documents for retention in your Personal Wealth Management Vault or other digital means will prepare you to make use of our courtesy shredding services.
Personal Wealth Management Vault Record Retention
All content stored in your vault is accessible to you 24 hours day. The records stored in your vault are fully portable and may be downloaded to your personal computer or external data storage device at any time and as often as you would like. Your Personal Wealth Management Website is a designated Verisign Secure Site and meets the highest industry security standards.
Paper Shredding Services
Our shred service provider provides for the destruction of paper, books, binders, file folders, without the removal of staples or paper / binder clips. Rapid Information Destruction is NAID AAA Certified and processes all shredded material at a NAID Certified Recycling Plant. This meets the industry’s highest standard for security and is government HIPPA compliant.
We look forward to the opportunity to assist you with maximizing your financial literacy and organization. Please contact Phillips Financial to reserve your individual service window or tutorial session at 209-367-0868.