Investment review

Welcome back. When life changes, stay connected to your plan.

Keep your investments on track.

For our current clients, we recommend annually reviewing your investment accounts—sign up below to schedule a complimentary meeting with your Financial Advisor. Together we’ll review your portfolio, investment strategy, and any life changes to determine if adjustments are needed.

Your investment review.

  • MM slash DD slash YYYY
    Please enter the date you would prefer to meet with your Financial Advisor. Please allow two weeks.
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    Please select the best time of day and we will do our best to accommodate your schedule.
  • If you need to meet sooner, please call your Financial Advisor directly or our Investment Services support line at 503.525.8798 or 800.527.3932, ext. 5508.
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Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.



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