PORTAL ACCESS ACKNOWLEDGMENT

As a client of Column Capital Advisors (“Company”), by selecting the  any of the LOGIN links below, I elect to participate in the password-protected access to and unaffiliated third partiy website and are leaving the Company's Internet web site.  I understand that by accessing the third party site, this will allow me to review certain investment-related information published by unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge and shall continue until canceled in writing.

By using the links below, I understand that this page on our website is intended to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password by the third party provider.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Document Vault

Secure online Document Vault for sharing important financial documents.  If you need help with setting up your access to ShareFile, please give us a call at (317) 663-6500.

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Investment Management

Investment performance reporting portal which provides information about your portfolio including:  account values, portfolio activity, investment performance and asset allocation updated on a daily basis.

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Financial Planning

Financial Planning portal which organizes, updates and tracks all of your financial information in one convenient secured location.

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