Since Trek utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work and tips on how to use them. As an essential part of enhancing the client experience, this site is a reference guide to help answer your questions.
We all know how frustrating it can be to try and remember all of the accounts and passwords we need in our daily digital lives. We have a couple of tips to help you with your password management. Dreaming up a different password for every site and service is the best way to keep your stuff safe online, but it’s also a gigantic nuisance.
Our system provides a simple way to complete the processing of your documents. We have partnered with DocuSign to obtain your signature electronically. Whether you’re on a laptop, desktop, mobile phone, or a tablet you will be able to sign your documents anytime. We detailed out the process and what you should expect.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2021 Trek Financial. All Rights Reserved.