Eliminate the fuss of remembering 10 account logins. Stockade Wealth Management clients each have their own personal financial dashboard where all financial accounts are organized under one digital roof.
See Everything You Own, All In One Place
Your investments, retirement accounts, insurance policies, reward miles, credit cards and more: we streamline your financial accounts so you only have to remember one destination.
Monitor Your Investments, Live
Stop searching through a pile of statements. Get an up-to-date progress report on all of your accounts, at a glance. Balances recalculate automatically throughout the day, so you’re always looking at the latest information.
Access Your Accounts Anytime, Anywhere
Open your personal dashboard, My C.F.O, on the road, in the office, or in the comfort of your home with easy access from your phone, tablet, or computer.