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Account View

Chaney & Marin Financial Planning provides our clientele free access to Account View, an on-line personal website that can be accessed from your computer, tablet or smartphone.  From the Account View home page, you have easy access to your portfolio, quotes, market performance and news on all of your holdings. Other features within Account View provide you with gain and loss details, two years of transactions and statements, all of which are easily downloadable and exportable.