Our reputation as a top-tier financial planning and wealth management firm is based in part on the transparent and easily accessible information that we share with clients.
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Our client portal is an extension of building dynamic, two-way relationships with our clients by providing access to account balances, activity, statements, and fund positions, as well as customizable reports in a mobile-friendly format. The client portal also integrates directly with Pershing to allow you to view statements, trade confirmations, and tax documents for your accounts.
![bny-pershing-logo](https://www.cjmltd.com/wp-content/uploads/2024/06/bny-pershing-logo.png)
Similar to our client portal, Pershing’s online access provides 24/7 access to your investment accounts, balances, portfolio holdings, and account activity. However, Pershing takes it a step further, allowing you to view quotes, applicable news stories, and market screeners of thousands of stocks, mutual funds, and exchange-traded funds (ETFs).
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