Account Aggregation

We have access to account aggregation software that can help save you time and frustration in managing your financial assets and liabilities.  This program, called WealthCheck allows you view all of your financial accounts on one convenient website

  • Checking Accounts
  • Savings Accounts
  • Retirement Accounts
  • Brokerage Accounts
  • Mutual Fund Accounts
  • Credit Card Accounts
  • Bank Loans and Lines of Credit
  • Frequent Flier Plans
  • Regular Monthly Bills

Virtually any account that you can view on a website can be added to this program.

In addition, you can store important documents online for safety and convenience.  All of your important papers can be scanned and stored on this site.

  • Business Documents
  • Charitable Planning Documents
  • Family and Personal Records
  • Insurance Policies
  • Legal Documents
  • Loan/Mortgage Documents
  • Real Estate Documents
  • Tax-Related Documents
  • Any other miscellaneous documents

This document storage program offers you unmatched ease and convenience while also providing a sense of security for you and your family in case of an unforeseen illness or tragedy. 

This program is available to all of our CFS clients at no cost.