Dear [fname],

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  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 everything.

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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