WealthTracker lets you check the status of your account anytime, anywhere.
Some of the features include:
NetAggregator is a Personal Wealth Management solution that enables users to retrieve their financial information from multiple websites in a private and secure manner by encrypting and storing the users' private information (User ID's; PIN's; passwords; account and credit card numbers) in a "Digital Safe" that resides on the user's personal computer with no third party access.
Getting Access To WealthTracker
WealthTracker requires a "UserName" and "Password" which we can set up for you upon your request. If you are interested in getting access to or have questions about WealthTracker™ please contact our office.
* Only Mutual Funds and related products referenced are offered through HollisWealth Advisory Services Inc.