Links and Logins

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Blueleaf

Click here to see all of your accounts linked under one roof. Also be sure to update the documents tab with any important information for you and your advisor!

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Advizr

Here’s where you’ll be able to check out your financial plan- see how on track all of your investments are, make any updates or changes before reviews, and monitor your budgeting and spending.

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Go Paperless!

Want to stop receiving all of those Pershing account statements in the mail every month? Login to NetX360 and look for the green “Go Paperless” button in the top right hand corner.

Money Guide Pro

Money Guide Pro

For our clients with advanced financial and estate planning – sign in here to view your financial plan, make updates, or print reports.

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Riskalyze

Click here to pinpoint your Risk number so you can find out how well your portfolio fits you.

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PCS

Do we advise your company on their 401k plan? Follow this link to login to PCS so you may make changes to your 401k plan’s allocations, review account performance, and view important updates about your plan.

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SmartVault Link

Here’s where you can upload all of your tax information for our Enhanced Wealth Services group.

We know this is a lot of information and logging into these sites can sometimes be a little tricky. If you have any questions please don’t hesitate to give us a call at 214-239-4700.

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Our Location

Tannery & Company

2701 Custer Parkway

Suite 819

Richardson, TX 75080

Phone: (214) 239-4700

Fax: (214) 239-2929

 

Our Hours

Monday-Thursday / 8a-5p

Friday / 8a-4p

Driving Directions

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