Boston Financial Planner
Taking Care Of You Is Our Passion
Taking Care Of Your Money Is Our Business™

 

 

 

Client Investment Account Access

Because Pegaesus Advisors is an independent Registered Investment Advisor we give you the ability to use the investment platform that best fits you.  Below are links that can provide you with up to date investment portfolio information.

For our clients that utilize our access to SEI please click here.
https://www.portfolioaccess.com/iag/

For our clients that utilize our access to Charles Schwab please click here.
https://investing.schwab.com/trading/start?kc=y&sim=y

For our clients that utilize our access to Ameritrade please click here.
https://wwws.ameritradeadvisor.com/cgi-bin/apps/LogIn

For our clients that utilize our access to Clark Capital please click here.
Clark Capital Management Group

 

 

 

 

 

 

 

Terms of Use