IGM online Portal
This is the portal to view your investments and the performance of your managed accounts with IGM and to access our monthly performance statements. In this portal, you will also have access to statements from your custodian. The values and performance figures are based on the prior days closing market prices, and all performance figures are annualized.
Clients also have signal sign-on access to our comprehensive financial planning software through this portal.
Charles Schwab
This is the portal run by your custodian. The holder of your accounts. Use this to verify/compare IGM reports and quarter-end values. Account address changes and electronic custodian document delivery preferences can be made through here.