ShareFile is a secured portal for file sharing. Through your unique login, you can retrieve important files and upload documents to us securely.
Wealthscape is National Financial Services' online access portal. You can view and download statements, tax documents, and elect electronic delivery and communication for your brokerage and managed accounts held at NFS.
Vanguard's retirement plan access portal allows you to manage your office's qualified retirement plan. You can submit employee salary deferrals and company contributions, as well as view various reports for plan management purposes.
July Business Services is a national retirement plan services firm that partners with us to provide independent, high quality services and solutions to our ERISA plan clients and participants. Access your 401(k) account information here.
American Endowment Foundation fills a unique role as America's largest independent donor advised fund program - a national, public charity. Through your individual login to the secured site DonorCentral, you can submit grant recommendations, view grant and gift history, as well as updated fund balance.