Here, you will find links to all of your Integras Partners accounts, including investment details via your client performance and custodial account access, where your assets are physically held. From time to time, we will provide information about firm events, seminars and timely market updates should a significant market swing occur that could impact your investments.
The client performance portal will allow clients to view performance reports information about their specific investments. Having trouble accessing your accounts or need your password reset? Please email us at firstname.lastname@example.org to ask for assistance or call us and one of our team members will be happy to assist you
NOT ALL clients will have an eMoney Planning Tool log-in. If you do, enter here: eMoney Planning Tool
Integras Partners uses independent third-party custodians to hold client assets. This enhances safeguards over client assets, but it is not a substitute for investor diligence and care. The very purpose of requiring custodians to send account statements to clients at least quarterly is to make sure that clients have the information they need to review their holdings and monitor their investments, independent of our adviser relationship. You may also obtain relevant tax documents on your custodian website. Our primary custodial relationships are with Fidelity and TD Ameritrade.