As you know, you currently log into Blueleaf to review your investment
accounts with Newton Financial Network. As of August 1, 2015 we will no
longer be using Blueleaf's services. We have had them as a provider for
the past couple of years and we haven't been happy with their services.
We want you to know that if you have accounts held at TradePMR you will
have TradePMR online access to view your accounts. If you have not been
set up on the TradePMR access online program there are a couple of things
that you can do:
1) You can contact Sara Beth here in the office and she can assist
you in setting up access.
2) You can log on to
www.tradepmr.fccaccessonline.com. From there you can sign up
using the online program.
If you are a client that not only has accounts with TradePMR but also
outside assets as well, as of right now you will have to log into
yourTradePMR account and your outside asset provider separately. We
understand that this is not ideal since Blueleaf offered one location for
We are currently in the process of working with a new provider that we
think is better and more efficient with what our clients need. We are
excited about this new program and are looking forward to getting everyone
up and running. This is going to take not only myself but Sara Beth some
time to get everything set and ready to roll out for each one of you. We
ask that you please be patient while we work on improving our investment
services for you as our client.
Of course, if you have any questions, please feel free to contact myself
or Sara Beth McCarter at 704-552-8689.
W. Edward Newton, Jr. CPA, CFP®
Newton Financial Network
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277-2830
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