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City Securities Wealth Advisor’s Division offers clients the ability to streamline specific aspects of their financial account management with secure state-of-the-art technologies. Key features of our online account access include daily account balances, current holdings, asset allocation, and recent activity. Through the links below, important documents can be securely viewed online and an account aggregation service is available as well. If you do not have a client login, please contact your City Securities Wealth Advisor.
Wealth Advisors Client Account Access
(for accounts held by SEI Private Trust Company)
Wealth Advisors Account Aggregation Service
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