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As an added value, yourCFO offers on-line portfolio access, at no additional fee. This will allow you to view the holdings in your accounts, as well as the transactions that have occurred in them.
If you are an existing client and would like to have access to your portfolio on-line, please download the following form, sign it and return it to us. We will then set up a username and temporary password for you, and send you instructions on how to use the various features of the site.
If you are currently set up to view your portfolio on-line, click on:
ONLINE ACCESS
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