Client Center

 

From here, you can access your accounts. Contact us if you need help.

myVersó Account Access 

View and print a consolidated statement of your investments. If you've been our client for any length of time, this will look familiar to you. Though account values are updated daily, your "official" statements are mailed to you directly from the investment firms.

If something seems to be missing, don't panic! Just call us. We depend on a third-party feed and there can be inaccuracies.

myVersó CFO Access

Your next-generation wealth information and management tool that allows you to organize, store and monitor your most important personal and financial information in one place, which you can access from anywhere in the world via your own secure and protected personal home page.

What can myVersó CFO do for you?

Curious yet? This link provides a little more insight.

How secure is myVersó CFO information?

Still not sure? This might help.