Library
Your Online Access
Your Important Documents Available Online
We are pleased to announce a new service, Your Online Access, which allows you to see your complete financial picture in one secure location.
We have developed a process to make storing your documents online simple and secure. To begin using Your Online Access just fill in the form below and click submit. We'll send you a welcome packet with more information as well as a postage-paid envelope that you can use to send your documents to us. For a list of recommended documents please review the Your Online Access checklist.
This service is an enhanced version of our previously announced VirtualSafe offering. If you have an existing VirtualSafe user ID and password, you can use it to access Your Online Access. If you need your password reset, just let us know.
To view Your Online Access, go to http://www.grubmanfinancial.com/secure, and enter your user ID and password. If you would like assistance in getting started, please call the office and we will walk you through the set up process.
We are excited to be able to bring you this new functionality. We hope you'll find it a useful way to keep your most important financial documents organized and easily accessible.
Enter your name, e-mail address, and initials below and we will send you a packet with Your Online Access information, instructions and a self-addressed, stamped envelope which you can use to send your documents to us.
