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WealthCraft Online

SFA clients only:(Password Protected, contact the office if you need a password)

SFA Statements – “Main Accounts”

Password-protected online look-up capabilities for WealthPro, LLC clients’ WealthCraftSM investment advisory accounts, as well as securities and brokerage accounts carried for WealthPro, LLC clients through The Strategic Financial Alliance, Inc. (“The SFA”). Clients whose holdings are exclusively with The SFA may also see their accounts here. This state of the art service is offered through SFA Statements – “MainAccount” and is available to you anytime, from any internet connection. Click the image above to enter our secure, well organized, and constantly updated site.

 

e-Wealthmanager clients only: Your Managed Asset Allocation Portfolio Online (Password Protected, contact the office if you need a password)
Password-protected online look-up capabilities for WealthPro, LLC clients’ WealthCraftSM Managed Asset Allocation Portfolios. Click the eWealthmanager image to review complete up-to-date information on your accounts in these investment portfolios and access research and market commentary from our investment strategists and managers.

 


Password-protected online look-up capabilities for WealthPro, LLC clients’ WealthCraftSM M&N–AAC Portfolios held at Exeter Trust Company. This service is available through the InvestPort system maintained by Investors Bank & Trust. Click the image above to review complete up-to-date information on your accounts in these investment portfolios.

 


Password-protected online look-up capabilities for WealthPro, LLC clients’ WealthCraftSM portfolios using ICON Advisers, Inc. Click the ICON image to review complete up-to-date information on your accounts in ICON investment portfolios.
 

1 WealthPro, LLC and/or The Strategic Financial Alliance Clients: Please contact our office for passwords and to arrange access to view your accounts. Due to security constraints we do not send sensitive information such as the credentials needed to access secure sections of our website by unencrypted e-mail. We will be happy to supply this information to you directly.

Due to the varying frequencies at which each of the individual systems updates and refreshes data (such as positions, transactions, and pricing) it is expected that discrepancies do, and will occur, between information presented in reporting systems as opposed to the data recorded in the core systems of the specific accounts custodian. In all cases the core system of the custodian, and statements that you as a client receive directly from your account(s) custodian control.

ACCESS TO THIRD PARTY SYSTEMS OFFERED THROUGH THIS WEB SITE, AND LINKED TO FROM THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Advisory Services offered through WealthPro, LLC, Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc., Member FINRA/SIPC. WealthPro, LLC, Solomon AssociatesSM, and The Strategic Financial Alliance, Inc. are independent entities and each is responsible for its own business.

Date of first use: November 2000     Revised September 2007     Copyright ©2000-2007 WealthPro, LLC   ALL RIGHTS RESERVED.
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