Account Access

As a Krekeler Brower Wealth Advisors client, you have 24/7 access to your account via Account View. Some of the key features of Account View are:

  • Paperless statements
  • Accounting records including balances, cost basis, and activity
  • Review your portfolio holdings
  • Investment research
  • Easily downloads to Quicken personal finance software (2005 Version or later)
  • Access to your Personal WealthVision 

Best of all, this service is free. As a component of our comprehensive approach to wealth management, Account View enables you to take an active role in your financial well-being while providing educational tools to help you make informed decisions.