Portfolio Analytics & Report Center Access
Traphagen CPAs & Wealth Advisors has partnered with Morningstar (one of the leaders in portfolio analytics and reporting) to enable our clients access to detailed portfolio tools and reports.
If you are interested in accessing these portfolio reports please contact Marissa Sinforosa at 1-201-262-1040 ext. 106.
She will give you detailed instructions on how to set up your account with Morningstar and the log in information. Once set up initially you may access your portfolio reports by entering your e-mail address and password below at any time. To discuss the portfolio report details please contact your Traphagen financial advisor.