Independent, comprehensive financial planning with personal attention

CONNECT

Address:

6019 Schuler Street
Houston, TX 77007

Phone:

281-888-3433-

Fax/Other:

281-668-4136

Account Access      

HD Vest eMoney Client Portal

If you have not yet received your login credentials for online access under HD Vest, please contact Kristy for assistance. 

 

Albridge Client View

Best utilized for Performance reporting over longer time periods (month, quarter, etc) and specific assets.  Values are based on previous day's market close.

 

Net Exchange Client View

Best utilized to download statements & tax documents as well as quickly see daily changes in your portfolio's valuation, view account history, view gains/losses, etc.  Values are closer to real-time. 

 


Frequently Asked Questions 

 

How and when can I expect to receive tax forms?

All 1099's and related tax documents are mailed to clients on or before February 15th.  Most tax related documents can also be accessed online through Net Exchange (link above). 

 

How can I access cash from my Core+ accounts?

You can access cash reserves from your Core+account in several ways and usually on the same day. Many clients set up an automatic remittance, usually monthly, to provide funds to help meet lifestyle needs. We can send you or your bank a check or establish an ACH transfer to your bank account.

 

I have forgotten my password to access my accounts online.  What do I do?

Kristy Davis can assist you with resetting your password.  Once notified, and verbally confirmed, we will have your password reset within 24 hours, many times within the same business day.  You will be issued a temporary password with instructions on how to change your password to that of your choosing.

 

I have moved.  How do I ensure that my address is updated on all my investments?

Please notify our office if any of your contact information changes.  Once you inform us of the changes, we will ensure that your information is updated on all of your accounts and/or investments.  In most cases, you only need to contact our office though some special situations will require extra documentation or your signature.   

 

I no longer wish to recieve paper statements in the mail, how do I go paperless?

To go paperless with Summit(our Broker/Dealer):

Contact Kristy with the email address you would like your account information sent to and she will process your request for you.

 

To go paperless with Pershing (our Clearing Firm):

In order to go totally paperless with Pershing, you will need to be set up on Net Exchange.  If you already have a NetExchange account, please follow the instructions below, if not, please contact Kristy to assist you.

  • Once you have successfully logged into NetExchange, select “Go Paperless” from the top right hand corner

  • You will be directed to a page that will allow you to select your “e-delivery” preferences for each of your accounts for the following types of correspondence:

    • Statements & Reports

    • Trade Confirmations

    • Notifications

    • Tax Documents

*Please note that you will have to provide a valid email address where correspondence will be forwarded to.

 

To go paperless with individual investment companies:

Contact Kristy, as each company has it's own procedures and requirements.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck