Client Access vs Oak Harbor Wealth Partners

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

The Oak Harbor Wealth Partners mobile app gives you secure, real-time access to your financial life — anytime, anywhere. Designed for clients of Oak Harbor Wealth Partners, this app allows you to: • View account balances and performance • Track investments across accounts • Access important documents securely • Communicate directly with your advisory team • Monitor progress toward your financial goals Your financial world — simplified, organized, and always within reach.