Broker Check

4022 Denison Avenue
Cleveland, OH 44109

LinkedIn

Evolutionary Wealth

(216) 255-6640

 

Your Account Aggregation Services

For my clients alone, I have implemented enhanced account-aggregation services that make our collaborations much more efficient and productive.There are two parts to this service:

  1. For investment accounts held through me and through my broker-dealer, H. Beck, we monitor deployment, activity and performance through The Capital Financial Group Wealth Reporting System from Albridge.
  2. Investment accounts and bank accounts held away from me and H. Beck, which can now be aggregated and tracked alongside clients' H. Beck holdings, using the AllDataAdvisor consolidation tool from CashEdge.

My broker-dealer, H Beck, Inc., now offers an Internet-based system that, with your authorization, will allow other financial accounts owned by you to be consolidated and displayed within the reporting system at https://www2.mainaccount.com/hbeck/, providing you the most comprehensive consolidated investment reports available. There are 40 of these reports as of December, 2013. This system is powered by Cash Edge and Albridge, third-party service providers who are in no way affiliated with H Beck, Inc., or myself and are not responsible or liable for any actions or in any way connected with your use of the services of the firm or your Financial Advisor.

Your accounts through H Beck, Inc., are already consolidated within the online system for reporting and monitoring purposes. You will find instructions below on how to register for online access (if you haven't already) and then how to add any other outside accounts.

The firm sends a copy of their Privacy Policy to its clients annually. The information provided by you to consolidate any outside accounts will be protected in accordance with this policy. If you would like a copy of this Policy, please contact me directly, and I will forward one to you.

If you have questions or would like a "walk through" of the registration process, please call me directly, and I will be happy to help you. There is no cost to you, and by signing up now, you can use the time you spend reviewing investment statements on things you really enjoy doing!

Welcome to the Aggregator! 

Instructions:


Step 1:
Register for online access by clicking this link – https://www2.mainaccount.com/hbeck/ --and filling out the required information. When asked for the "Client Temporary Password" please use "90144Q48". If you are already a registered user, please skip to Step 3.

Step 2: I will be automatically notified of your registration and approve your registration in a very short time frame. You will receive an email when your registration is approved by me.

Step 3: Click on "Log In" to the external accounts link.

Step 4: Review the user agreement and confirm if you agree to it.

Step 5: Start adding your external accounts by following the guidelines presented on the screen.

Sincerely,

Tim Ferris


Securities Offered through H Beck, Inc., member FINRA/SIPC. Cash Edge and Albridge are not affiliated in any way and shall not be liable for any actions taken based on the instructions provided above, or for any damages or costs of any type arising out of or in any way connected with your use of the services of H Beck, Inc. or your Financial Advisor.