Your Personal Financial Website
At Ardent Wealth and Investment Planning Counsel (IPC) we strive to deliver an exceptional client experience with your very own Personal Financial Website.
Your Personal Financial Website is a unique web-based concept that allows you to track your investments, view your quarterly statements and Fund Facts documents electronically, and more. This tool can truly help you and your family to live your dream by keeping you updated on your wealth management strategy.
We produced a video to make logging in easier
e-Delivery of Statements
You may choose to receive your IPC account statement through electronic delivery. In addition to the obvious positive impact on the environment, e-Statements will allow you online access, storage, and organization at the click of a mouse.
- Access to statements online 24/7 from any computer, anywhere, with an internet connection
- Message notifications delivered as ‘Alerts’ on the home page of your Personal Financial Website
- No time lag due to holiday mail or postal service disruption
- Access to archived e-Statements for up to 7 years