5030 Camino de la Siesta
If you are already registered and have a user name, please click the link below to access your accounts.
If you are a first time user, you also need to click the link above and then follow the instructions identified below. You will be guided through the process on the site, but please note the "Client Temp #" in item #3 below.
1.Click on the "Registration" button (highlighted in yellow)
2.Input your Social Security Number
3.Input Client Temp # AIMFIN
4.Continue the Registration Process
5.Once you have registered, our office will be notified. We will then approve your account and an e-mail will be sent to you granting access.
6.Upon approval, just follow these simple steps to view your reports after login:
· Select a Portfolio - A drop down window allows you to also choose an entire family's linked portfolio
· Select a Report - For your convenience, we have also supplied a customized report called Review, as well as many others
· Select a Time Period
· Run Report by pressing Go or Printer Friendly (an adobe acrobat file)
Once access is granted, you will have viewing capability for all your accounts. Remember to bookmark the web-site for easy reference.