If you have an accountant or attorney you would like to connect to your account, please let us know the advisor's full name and email address, and we will be happy to set up sharing priveleges for you. Your information will only be shared with advisors with whom you have agreed to do business, and we hope this will lessen the inconvenience for you to request and transfer documents from one advisor to another.

Once we have shared your account with your advisor, you can access their information under the Advisors tab:

You can send an email to that advisor by clicking on the link to their email address.

When you share your account with an advisor, please specify to us which folder(s) in your Files tab you want us to share with them. That way, every time a document gets uploaded to that folder, your advisor(s) will be able to access everything in that folder.

Tutorials

• Change your password and edit your Profile.

• View your account statement(s).

• Send us a secure message.

• Manage all your personal passwords in our system.

• Return to main tutorial page.

 

• If you ever have questions or comments about this new service, please feel free to contact Haden anytime at 251.626.6292 or hoswalt[at]csimac.com.

• We appreciate your patience with us while we work out any glitches and problems. Please expect a slight learning curve while we adjust to the new system.