Client Access vs TipGeek

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.

TipGeek is the easiest way for service industry workers to track their tips, shifts, and paychecks — all in one place. Whether you're a server, bartender, host, busser, expo, or to-go specialist, TipGeek helps you stay on top of your income so nothing slips through the cracks. Log Every Shift in Seconds Add your cash tips, card tips, and paycheck after every shift. Select your role and job, and TipGeek handles the rest. Set Goals & Track Progress Set weekly, monthly, and annual income targets and watch your progress in real time. See pace indicators so you always know if you're on track. See the Full Picture View monthly breakdowns, tip averages by role, and your total income over time. Filter by job or year to dig into exactly what you're earning and when. Export Your Income History Export your full earnings as a CSV — perfect for tax season or tracking income trends. Secure & Private Your data is yours. TipGeek uses secure cloud sync so your income history is always backed up and accessible across devices. TipGeek Pro Unlock Goals, Insights, and CSV export with a Pro subscription. $1.99/month or $11.99/year — includes a free 1-month trial on the annual plan.