Contact Ernie Garrett at Towneley at 800-545-4442 or 949-837-3580 to obtain a user name and password for either APL Navigator (our portfolio management service provider) or TD Ameritrade (our custodian), or both. Separate user names and passwords are required for each site.
To access the reports and account statements in a secure environment, you must use an Internet access provider and a Web browser that support a security technology called Secure Sockets Layer, such as Microsoft Internet Explorer or AOL Explorer (version 1.5). This technology is designed to encrypt all data so that anything that is passed between computers on the Internet cannot be read by unauthorized persons.
To view account statements and reports, you must have Adobe® Reader® installed on your computer. You may download this free software now from the Adobe Web site.