January 2020 Newsletter to Clients

A Special Announcement:

Moneywatch Advisors is quite pleased to announce a new technology experience for our clients that will allow for simpler access to your regular reports, easier to read graphics, and access to your updated personal account information. Moneywatch made this significant investment to help us serve you better through clear and timely information specific to you. With that said, we will no longer be mailing monthly statements.  Please contact lee@moneywatchadvisors.com with questions.

The technology platform Advyzon combines the functions of several of our current platforms into one, easy to use program. What this means for you:

Reports:

Rather than receiving regular reports such as your Net Worth Statement and Portfolio Review through SmartVault, which goes away, you will now be able to view easier to read reports through your personalized portal at Advyzon. You will have access to all of your TD Ameritrade statements there, too. Whenever a new report or Moneywatch statement is posted, you will receive an email from Lee Chapman here at Moneywatch with a link to click that sends you directly to your portal. Simply click the link, enter your password, and view the report.

Your portal:

A portal is a fancy term for an entryway to Advyzon where all your Moneywatch account information is stored for you to access. There you can view a simple pie chart displaying how your total portfolio, all of your accounts together, is allocated among various types of investments. You can view your list of accounts, the total value of each and what investments each holds. The types of reports you are accustomed to seeing from us will also be found in your portal. We are particularly excited that clients will have up to date data available to them here.

What’s Next?

You will receive an email from Lee Chapman here at Moneywatch on Monday, January 6. That email will provide you with simple set-up instructions for your Advyzon portal access. In short, you will be provided a link to click and a password to access your portal. After entry, you will be asked to change the password to one specific to you.

We are very excited about this technology improvement and believe you will be too.

Thank you for your continuing confidence.