We are thrilled to offer our new client portal with Cetera Advisor Networks, AdviceWorks, to all of our clients. This platform allows our clients to view their Pershing accounts held with us, add outside accounts, access their statements, tax documents, and confirmations, and much more. Signing up will also allow clients to enroll their accounts in e-delivery.
To request access to your client portal call our office at 404-257-8811 or email Kristen at kristen@magellanplanning.com.
