Special Needs & Services

Wealth Check

Having all of your assets and liabilities easily accessible and reported in one place can help you to better understand your complete financial picture. Imagine the convenience and confidence of knowing that all the information you may wish to monitor on your own is stored in one convenient, secured and easily accessible location. With so many services giving you online access to confidential information for banking, credit/debit cards and investment account balances, keeping all of the different usernames and passwords memorized can be mind-boggling.

With a Dorion-Gray Wealth Check account you can combine all of your money and finance-related accounts into one convenient, easy-access, high security location in an easy-to-use graphic interface that allows you to view information and set account balance alerts. In addition to your accounts held through Dorion-Gray, you can incorporate information from any other brokerage or mutual fund accounts including:

• Checking accounts
• Savings accounts
• 401(k) Plan accounts
• Credit card accounts
• Bank loans and lines of credit
• Frequent flier plans
• Travel reservation services
• Regular monthly bills like phone or utilities

Virtually any account you can view on a website can be added to your account.

Paperless Lockbox

Wealth Check services also gives you the ability to store important documents online for safety and convenience. Your important papers like insurance policies, wills, powers of attorney, contracts and more can be scanned and stored. Easily accessible and available from any computer with Internet access and software, document storage offers you unmatched ease and convenience while also providing a sense of security for you and your family in case of an unforeseen illness or tragedy.

Many websites claim to offer account aggregation. We think Wealth Check offers the “best in class” features.