Client Login
Please use this Login to view your portfolio electronically. If you are not yet set up for electronic
statements and would like to be, please contact us and we will get you a user name and password.
The link will take you to the website of our portfolio software provider, Interactive Advisory Software (IAS).
IAS advises us that to use the Client Portal you must use Internet Explorer (IE), as other browsers are not
supported. If you are using IE8, the Browser must be run in Compatibility Mode and you must have the Pop-Up
Blocker turned off. If your operating system is Windows 7 or Vista, IE must be run as Administrator. Please
make sure you have downloaded and are running the latest version of Java.
If you have any troubles logging on, please contact us and we will work with you to resolve any issues.
Subscribe to our E-Newsletter
©2006-2011 Yardley Wealth Management, LLC. All rights reserved.
Please use this Login to view your portfolio electronically. If you are not yet set up for electronic
statements and would like to be, please contact us and we will get you a user name and password.
The link will take you to the website of our portfolio software provider, Interactive Advisory Software (IAS).
IAS advises us that to use the Client Portal you must use Internet Explorer (IE), as other browsers are not
supported. If you are using IE8, the Browser must be run in Compatibility Mode and you must have the Pop-Up
Blocker turned off. If your operating system is Windows 7 or Vista, IE must be run as Administrator. Please
make sure you have downloaded and are running the latest version of Java.
If you have any troubles logging on, please contact us and we will work with you to resolve any issues.
Subscribe to our E-Newsletter
©2006-2011 Yardley Wealth Management, LLC. All rights reserved.
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Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC,
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.
| Address: 41 University Drive Suite 400, Newtown, PA 18940 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleywealth.net |