We are excited to share our latest news with you!  On July 1st, 2014 you will have access to a number of exciting features in your new online account portal.

Due to rapid growth and in increase in online activity, we are making online accounting easy for you! Some of the benefits to you include faster page loads and secure messaging capability. These significant improvements in performance will help you to utilize your online access efficiently.

Your current account portal interface will discontinue and the transition to the new interface will be seamless. The update will not interrupt any account activity nor affect your account information.

View the Account Portal here.

Online Access FAQ’s here.


About InnoVue

InnoVue is an application that allows you to access account information anytime and anywhere. Using a web browser, you can easily view high-level account information, as well as drill down to greater levels of detail. Account overviews, detailed lists of investments, recent transaction activities, and graphical presentations of asset allocation percentages are among the options available to you. You have the ability to view statements electronically in Adobe® Acrobat® PDF format, as well as other documentation including future tax documents, newsletters, and notices.

InnoVue is easy and intuitive to use and all information is protected by a personalized login ID and password. Information displayed on the screen can be quickly printed or downloaded to Microsoft® Excel or similar products.

System Requirements

The InnoVue system supports the following browsers on computers running Windows:

  • Firefox
  • Internet Explorer
  • Safari

For Mac computers [iOS is Apple’s mobile OS, so doesn’t apply to their computers], the following browsers are supported:

  • Firefox
  • Safari

If you experience difficulties with one of the browsers above, please email the browser that you are using along with the version to

In addition to Windows- and Mac-based PCs, InnoVue will run on the following mobile devices:

  • iPad
  • iPhone
  • Android phones and tablets
  • Windows Phone 8 phones
  • Windows RT tablets
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Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869


With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

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8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148


(702) 253-7565


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