My Documents

Are you a current client looking for the option to:

·         Reduce the volume of paper mail you receive?

·         View/print your transaction history online?

·         View/print your official statements online?

·         View/print your 1099 and other tax related information online?

Most account custodians provide 24/7 instant access to the options listed above. From the following menu, select the appropriate custodian for your account(s) and you will be directed to their website.  If you have not already done so, you will need to register with them.  Please note that the options available will vary by vendor. If you are unable to obtain the information you desire, please contact us at 660-263-9800 and we will be happy to assist you.


The links being provided are strictly as a courtesy to our clients.  When you link to any of the sites provided here, you are leaving our site.  Our company makes no representation as to the completeness or accuracy of information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving and assume total responsibility and risk for your use of the sites to which you are linking.