What statements or reports will be available in HW Wealth Manager?

Your advisor may upload performance reports to the Document Vault in the portal. You also have the ability to upload other types of documents (wills, trusts, insurance policies, etc.) into the Document Vault. To access online accounting statements you will login in to WebLink for Trust & Asset Management accounts for that information. Quarterly Performance Reports will be stored in the Document Vault

*Tip: HW Wealth Manager provides current information for all linked financial accounts. The information available in online statements is static and will not be as current as the information you are accessing in HW Wealth Manager.