Broker Check

View My Accounts

Registered users -  Click on the link at the bottom of this page

First time users - Please read the following:

We are pleased to announce the immediate availablilty of consolidated online portfolio reporting. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. This service is being made available to you at no additional cost, as a part of our ongoing commitment to providing you with first-rate financial planning services.

Please click the link at the bottom of this page and you will be directed to the Securities Service Network, Inc. login page. First time users must click on the "Registration" button and enter your social security number and the following client temp password:

Primary Rep Al Russo:                                      ISLAND832

Primary Rep Tom Schaible:                               ISLAND847

Click on the "Next" button and you will be asked to create your own private User Name and Password. We will receive electronic confirmation that you have registered, and will activate you on the system immediately. You will receive an e-mail confirmation letting you know that you are ready to access the system.

We are very excited to offer this incredibly useful tool to you, and look forward to providing you with an enhanced level of service. If you encounter any difficulty when registering, please contact our system liason Jennifer Bloodworth at 908-534-9488 xt 10.  She will be happy to assist you with online access.

Click on the link