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Click the Icon below to view your accounts online





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ePlan Services

(401k Client login)




Pershing Online Statements 

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


(Formerly Loring Ward)

Access Buckingham Strategic Partners Statements (Pershing Advisor Services) online by visiting:   https://investor.pershing.com/web/investor/login. 

At this site, you can view monthly statements, trade confirmations, tax forms and other documents online. Log-In & eDelivery Steps

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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 (link below) and fax or send back to Ramsier Financial at 330-669-9535 or P.O. Box 467 Smithville, Ohio 44677