Broker Check

Ramsier Financial Services, Inc. - Smithville, OH

Call Us: (800) 669-3005


Client Login

Click the Icon below to view your accounts online

Please note!  Pop-Up Blockers must be disabled to view this website.  To override Pop-Up Blockers, Hold down the "Control" Button when clicking the Icon above.  You also may want to permanently enable Pop-Ups in Internet Explorer or Mozilla Firefox for  Please call us if you have trouble accessing this site.

ePlan Services

(401k Client login)

Pershing Online Statements 

Access Pershing Statements online by clicking the logo to the right or by navigating to At this site, you can view monthly statements,  trade confirms, tax forms and other documents online. Don't have Pershing access yet?  Click the Register Now button to get started.  Please note - our financial organization number is 3KZ

Loring Ward Online Statements

Access Loring Ward Statements (Pershing Advisor Services) online by visiting  At this site, you can view monthly statements, trade confirmations, tax forms and other documents online.

AdviceWorks™ login


Looking to reduce the clutter and save a few trees? Sign up here for your fund company's electronic delivery of prospectuses and/or annual reports.   For anyone wishing to add online viewing to their Pershing account, please complete this form and fax or send back to Ramsier Financial at 330-669-9535 or P.O. Box 467 Smithville, Ohio 44677