We’re glad to be working with you. Here you can find several resources to help you maintain better control over your finances.
The button below takes you to Investor 360. Here you will see your holdings, activities, and statements.
We’re happy to assist you with this process. Email us info@YoderWealthManagement.com, or call our office at (925) 691-5600.
Most financial and bank accounts can feed daily onto your Investor 360 site, allowing you to view all your accounts on a single page. You can click on this PDF or Video for instructions on how to set this up.