Some of the ways you can collaborate include:

  • Share trust documents, insurance policies and custodial statements
  • Upload and share your tax returns with your CPA
  • Access a digital version of your 1099, automatically downloaded by Pershing
  • Store, access and share your financial plan with other advisors

Phase 3: Tentatively scheduled for late 2019
The third phase of enhancements supports our goal of providing you with a holistic view of your wealth and financial wellness. This single point of access will allow you to:

  • Aggregate your mortgage, student loans and all other financial plans
  • Utilize budgeting tools that track spending and set goals
  • Connect with financial tools to navigate major financial decisions, like a mortgage or insurance
  • Plus, much more

Our goal is to help clients easily access the information they need and engage in higher-level discussions with their advisors. Well-informed investment decisions ultimately lead to better outcomes. The Oxford Eye is just one component of the client experience at Oxford—whether you prefer to connect in-person, by phone or online, we’re here to make your life easier.