WEB MEETINGS
- We will email you a meeting link
- Download the free GoTo Meeting app for your mobile device (Android, iPad, iPhone)
RECEIVE ACCOUNT CHANGE FORMS BY EMAIL*
Communicate with Advisor and Staff
Emails are automatically retained which helps us be compliant with FINRA rules and also assists us in efficient customer service
ONLINE ACCOUNT ACCESS/E-DELIVERY
- Centralized recordkeeping
- Investment company links are available on our website
- Save Money: Pershing now has a paper surcharge of $1 per paper statement and confirmation
- Use our Online Account Access link page to access your accounts
*Make sure we have your current email address on file by emailing info@boxfinancialadvisors.com.
Security Reminder: Read more on how to stay safe online -http://www.sec.gov/investor/pubs/onlinebrokerage.htm