Financial Tools
Key Financial Tools From Investment Watch
Financial knowledge and education is an important part of the planning process. We are pleased to offer these complimentary tools to our clients to find their risk tolerance, access key financial data include 401(k) limits, and more!
2025 Key Financial Data
Financial Planning Calculator
What's Your Risk Number?
My Wealthport, Powered by e-Money
Your personal financial website where you can aggregate not only your investment accounts, but your bank accounts, credit card accounts, mortgages, etc. so that you can see your complete financial picture in one place. Once you have registered for your website, you can access it here.
NetX Investor Website
NetX Investor gives you access to your account information, balances, holdings, realized and unrealized gain/loss, account history, and transactions. You can manage your eDelivery options and select which documents you would like to receive electronically or in the mail. You can access your official statements, confirms, tax documents and even proxies from this central hub.