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JGUA, John G. Ullman & Associates, Inc: Client Portal

John G. Ullman & Associates Client Access Portal

http://client.jgua.com/

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JGUA, John G. Ullman & Associates, Inc: Client Portal | client.jgua.com Reviews
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John G. Ullman & Associates Client Access Portal
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7 jguacom
8 for an account
9 all rights reserved
10 coupons
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JGUA, John G. Ullman & Associates, Inc: Client Portal | client.jgua.com Reviews

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John G. Ullman & Associates Client Access Portal

INTERNAL PAGES

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1

FAQ

https://client.jgua.com/Portal/Faq

Why doesn't the Total Market Value match the final value in the 5YR Market Value chart? The market value chart values are drawn from the last day of each month. During the current month the chart's value will be for the last day of the previous month. Why do I have to scroll through my securities in the small holdings table? The table has buttons at the top named Maximize, Minimize, Export and GoTo Fixed/Stock Table. Minimize: resizes the table to the original 200 pixel height. Link to get a new one.

2

JGUA, John G. Ullman & Associates, Inc: Client Portal

https://client.jgua.com/Portal

Welcome to the John G. Ullman and Associates Client Portal. Here you can view your current holdings, download quarter end reports, upload files to your account team and retrieve one off files from your team in a safe and secure manner. If you do not currently have a portal account and you are a client with JGUA, please register. For a client portal account. To give feedback please contact your Account Executive or email the support team. John G. Ullman and Associates, Inc. Http:/ www.jgua.com.

3

JGUA Portal: Login

https://client.jgua.com/Portal/Portfolio/Accounts

Please Login or Register. Market Value of securities has been calculated using the most recent market close. Account balances and positions may not reflect all intra-day activity. Every effort is made to ensure that data entry processes and accounting adjustments do not cause variances in the accuracy of the data. Please be aware that the figures reflected are subject to correction. John G. Ullman and Associates, Inc. Http:/ www.jgua.com.

4

JGUA Portal: Login

https://client.jgua.com/Portal/Files/FolderContents

Please Login or Register. Market Value of securities has been calculated using the most recent market close. Account balances and positions may not reflect all intra-day activity. Every effort is made to ensure that data entry processes and accounting adjustments do not cause variances in the accuracy of the data. Please be aware that the figures reflected are subject to correction. John G. Ullman and Associates, Inc. Http:/ www.jgua.com.

5

JGUA Portal: Login

https://client.jgua.com/Portal/Account/Settings

Please Login or Register. Market Value of securities has been calculated using the most recent market close. Account balances and positions may not reflect all intra-day activity. Every effort is made to ensure that data entry processes and accounting adjustments do not cause variances in the accuracy of the data. Please be aware that the figures reflected are subject to correction. John G. Ullman and Associates, Inc. Http:/ www.jgua.com.

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JGUA, John G. Ullman & Associates, Inc: Client Portal

John G. Ullman and Associates, Inc. - Client Portal. Welcome to the John G. Ullman and Associates Client Portal. Here you can view your current holdings, download quarter end reports and contact your team members here at JGUA. If you do not have a client portal username and you have an account with JGUA, please register. To give feedback please use the contact form. Market Value of securities has been calculated using the most recent market close. John G. Ullman and Associates, Inc.

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