Your Personal Dashboard

As a client of The Dowling Group, you're provided with a secure, customized dashboard that lets you check on your portfolio wherever and whenever it's most convenient to you.

About Your Dashboard

  • Check the status of all your accounts in real time, in one place, anytime, anywhere — securely
  • Store and exchange private, encrypted messages and files with your advisor
  • View the personally tailored financial plans you have created with The Dowling Group
  • Use a variety of advanced financial planning tools
  • Read research on specific companies, industries, or the overall economy
Personalized reports 24/7, so you never have to wonder what's up. Open an account today.
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