Resources
Gold Medal Waters offers a number of free client access services that provide convenient and timely online access to your account data, performance data, the economy and markets, and breaking news in the financial world. Through our client account access services, you are able to:
Client Portal
This service allows complete collaboration between Gold Medal Waters and its clients. It also allows clients convenient access to all the sites below and provides a place to store login information, important files.
Login
Portfolio Access
This service allows clients to access their account information 24 hours a day, seven days a week. Clients can view account holdings and account statements. They can also access Fidelity research reports, market data and news stories. It also allows clients to pay their bills electronically and see their total net worth.
Donor-Advised Fund Access
This service allows clients to access their charitable account information 24 hours a day, seven days a week. Clients can view account holdings and account statements. It also allows clients to pay their qualified charities electronically.
Financial Plan Access
This service allows clients to access their current financial plan 24 hours a day, seven days a week. Clients can view goals, financial profile, budget, and asset allocation.
Portfolio Performance Access
This site provides our wealth management and asset management clients a convenient way to track their portfolio's performance.
401(k) Access (for our retirement plan / plan sponsor clients only)
If Gold Medal Waters oversees your 401(k) employer-sponsored plan, you can access your plan information 24 hours a day through this Web site. View your account holdings, change your current and future investment holdings, update your withholding rate, and review information on the benefits of 401(k) plans.
Gold Medal Waters Blog
This service allows clients to view the latest Gold Medal Waters blog posts and subscribe to blog updates.
Client Feedback Forum
Share your voice by offering suggestions and ideas on how to make Gold Medal Waters even better.
Gold
Medal
Waters
FIND US ONLINE
Contact & Connect
Where We Work
Boulder, CO
Denver, CO
Fort Collins, CO
Colo Spgs., CO
Golden, CO
Longmont, CO
More Info
Give Us Feedback
Littleton, CO
Lone Tree, CO
Cherry Creek, CO
Keystone/Vail, CO
Chicago, IL
Nationwide
Your opinion matters!
We're constantly striving to be the best. Let us know what you think!
©2010 Gold Medal Waters, Inc., a Colorado and Illinois, Dimensional Funds Approved (DFA), Fee-only Financial Advisor. All rights reserved.
