Account Access
Asset Management Programs
This service is offered to clients of Toscano Financial Group who desire individual account management services utilizing separate account managers and/or mutual fund wrap programs.
Click Here for access to your Brinker Capital Account.
Click Here for access to your LincSolutions Account.
Click Here for access to your Premier Account.
Individual Brokerage Accounts
This service is offered to clients of Toscano Financial Group who desire to review the holdings within their individual investment brokerage account(s).
Click Here for access to your Individual Brokerage Account(s).
Wealth Management Resource
This resource, available through eMoney Advisor, provides clients with their own personal financial website enabling them to view a consolidated snapshot of all financial and personal information in one place. A comprehensive summary of assets, liabilities and statement of net worth is available and updated on a daily basis. This resource also includes a vault feature which allows clients to store personal and valuable documents such as will, trusts, insurance documents, passports, etc. in a secure electronic format. This site is protected by SunGuard Data Systems.
Click Here to access your Wealth Management Resource.