Resources Access Your Account Online

We are pleased to extend to you online account access via a personalized Client Portal website.

It’s a convenient, flexible resource that can be used to monitor your positions, balances and account history on a daily basis. Simply click on the button below to be taken your personal portal.

NOTE: When you click on the above button you will be leaving the Independence Advisors website and will be taken to a third party website.

If you have questions you can:

  • Call us at (610) 695-8070 or (800) 588-1732. We would be glad to walk you through the site or answer questions regarding your accounts.
  • You may also consult a user guide by clicking "Help" in the upper right corner of the portal screen, or by clicking here.

Thank you for your continued trust and confidence.

Are You Ready to Get Started On Your Path to Independence?

We welcome your questions and feedback. It is our goal to provide personal and confidential service that will enable our clients to create and preserve wealth. Let us know how we can help you and your family achieve financial clarity, and the luxury of choices.

 

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