Gives our clients access to their comprehensive investment information virtually anytime and anywhere. Clients can view their account balances, history, positions, and view monthly statements and tax documents. Additionally, they can receive 20-minute delayed quotes and news, as well as download account data into Turbo Tax® or Quicken®.
Source for consolidated account information, CIRStatements.com allows clients to easily access all accounts on a single platform, anytime, from anywhere on a secure website.
Participants have access to several services and tools via Touchstone’s website including, but not limited to, live-chat with Client Services, view account balances, view transaction details, change investment elections, change contribution elections, request distributions and model loans, as well as view and print quarterly statements.
eMoney’s account aggregation and organizational tools allow clients to link more than just investments, they can also link their credit card and bank accounts, giving them a complete view of their financial picture. Clients can easily add, personalize, and track progress toward their financial goals. Clients can also create budgets and track spending automatically through their portal using cutting-edge technology that helps us offer a unique, personalized and secure experience.