Below are links to the various online financial management tools available to clients of Alsworth Capital Management, LLC (ACM). If you are an existing client and would like access to these tools, please call (607) 973-2665 and we will be happy to set you up with a username and instructions for establishing your password.
- Charles Schwab Client Account Access
- Third Party Online Access
- View your accounts held in custody at Charles Schwab
- No Bells & Whistles, Just Account Values and Holding Values
- Performance Reporting & Charts
- View Your ACM Managed Account Performance
- Updated Daily
- Run Charts
- Compare to Benchmarks
- View Allocation Details, etc.
- Financial Plan
- View Your ACM Managed Financial Plan
- Values Updated Daily
- Link all your accounts to keep your financial plan and advisors up to date
- One place to view all your accounts and update the impact to your financial plan
- Document Vault for Securely Sharing Files
- Upload files to ACM
- Store Sensitive Documents for a Cloud Backup
- Sharefile
- 401(k) Plan Client Access
- Online Access to your ACM managed 401(k) plan