Karstens Online PortalSubmitted by Karstens Investments on February 6th, 2018
By Corey Voorman, AIF®
Karstens Portal will soon be replacing the consolidated financial report and outside asset listing on clients’ quarterly statements. Karstens Portal is the best way for clients to view their assets in an easy to access online format. Clients can have assets such as real estate, business interests and outside holdings such as 401(k) plans added for a comprehensive view of their wealth.
Clients can also have important documents such as legal agreements, estate planning documents and deeds to property added to the secure vault. All of the features of the portal are accessible in an easy to use mobile format that can be added to the home screen of your mobile devices. If you would like access to the same information via our Karstens Portal, please contact us.