Clients

For our clients, please feel free to login to your accounts through the following links. If you haven't received or do not remember your username and password, please let us know. We will provide you with this information.

Investigo

Through the Investigo link, you can view all Picket Fence Financial performance reports, tax reports, and all financial planning documents held by us. If you ever need a copy of your will, old tax returns, insurance papers, you can find them here.

Shareholders Service Group

If you desire to login to your Shareholders Service Group brokerage directly, please do so here.