Broker Check

Client Logins

Our primary digital platform with multiple capabilities:

  • view all your accounts with Stravolo Wealth Management                                                                                                                                                                             
  • link all your outside accounts including bank accounts, investment accounts, credit cards and your mortgage – you can manually enter other assets like real estate and the value of your business to see your net worth all up-to-date and all in one place                                                                                                                              
  • a secure vault for your personal documents like your will, power-of-attorney documents and other legal documents, insurance policies, your Readiness Plan and annual income tax returns to name a few                                                                                                                                                                                                        
  • access to your Plan for Retirement, called “Roadmap”, that we have prepared with you                                                                                                                              
  • choose to go paperless and have access to digital copies of your monthly and quarterly statements, trade confirmations and tax documents like 1099s                             
  • budgeting using data from your bank accounts and credit cards, allowing you to monitor inflows and outflows to help you stay on track (don’t worry, we can’t see the details 😊)

Performance Reporting by Albridge – with account access 24/7/365, view all your accounts with Stravolo Wealth Management, holdings and performance, along with other useful reports - all as of the previous day’s close.

Our secure portal allows you to send and receive confidential information to and from Stravolo Wealth Management.  We will send you an email to securely upload a document(s) to send to us or download a document(s) we have sent to you.

No need to notify us - we’ll get a notice when you have opened a document sent by us and also when you have sent us a document through the portal.

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