HFS Wealth Management Dashboard

This is your “living” financial plan. Your personal Wealth Management Dashboard serves as a secure, up-to-date window into your financial world – accessible to you at anytime from anywhere with an internet connection or mobile device.  You can see your accounts, track your spending and monitor your progress over time.  The system helps your organize your financial world and stay connected with your Wealth Manager.  
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HFS Investment Portal

The HFS Investment Portal provides a consolidated snapshot of your investments managed by HFS Wealth Management including investments offered by our sister company, HFS Capital Partners.  Holdings, values, income and expenses, gains and losses, deposits and withdrawals, and performance are updated daily.
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Custodian Account Access

By clicking on the links below, you can access your accounts directly with the custodian.  You can view your holdings, download custodian statements and obtain tax information on your accounts.