Our Website Users Manual
Our website is dedicated to providing objective and accurate information to help you make sound decisions to reach your financial goals. We also have easy-to-use methods for you to communicate with us and to forward articles to friends and family. Here are the major areas of our website
Library – This is the place to research financial planning subjects. We have 20 categories with over 100 articles, including previous issues of Adviser’s Notes Newsletter and Adviser’s Comments. You have three options to find an article:
- Recent Releases, where you will find our newest articles
- Archive Search, where you may search a topic by keyword
- Search by Subject, where you will find articles organized by topic
My Accounts - This is the area of our website for you to view your personal accounts. The values of your accounts from TD Waterhouse, Fidelity, and others are updated daily. To access this area, you must have a User Name and Password, which you may change at any time. (If you have forgotten these, please contact us.) My Accounts can be viewed in two manners:
- Asset Allocation Summary lists the kinds of assets you have and the percentage each asset holds in the portfolio. The Asset Allocation Summary also includes the name of investment, owner, type of investment, current value, and most recent update.
- Account Balances page is based on total amounts in allocations in your portfolio. It includes owner, investment, amount invested, and most recent update.
Events– This is the section of our website where you can view information on seminars, workshops, and classes presented by Adviser Financial Group. The Upcoming Events button on the left side of every page, as well as the Events tab at the top of every page, will lead you to a description of and registration for each event.
Contact Adviser– This tab is on the top of every page and is an easy way for you to send your questions and comments to us. In addition, our address and phone number are on the bottom of the Home Page.
Join Email List – This button enables you to receive our monthly newsletter. When filling out this form, you will have the option to select other special interests, including employee/retiree of Mayo Clinic, IBM, and Rochester ISD#535. By checking any of these groups, you will receive exclusive updates and new items on the retirement plans with these three employers. You may also unsubscribe by clicking on the Join Email List button.
