We want you to have 24/7 access to all of your financial information. So we offer a variety of online client tools that let you check in anytime, from anywhere.

Client Portal

The Bradway Client Portal provides a consolidated view of all of your bank, investment and retirement accounts, from IRAs to 401ks. You can review quarterly statements and performance reports, as well, making the client portal an easy way to get a snapshot of your finances. And if you're a Box user, we can securely share documents, such as estate plans, life insurance policies and tax returns.

Secure File Upload

If you have a document to share with us, please use our secure upload form. (Registered Box users can log in to the Client Portal instead.)

WEB CONFERENCING

If you’re out of town or can’t make it to the office for a review session, web conferencing is the next best thing to meeting face-to-face. Our RingCentral conference service, available by clicking here, allows you to meet securely online to share files and information while speaking with your advisor or a Bradway team member. We also use Skype.

FINANCIAL PLANNING TOOLS

Curious about your progress toward your long-term goals? This is an important part of every review session. But if you’d like to monitor your status in between meetings with your advisor, you can check out MoneyGuidePro, the powerful software we use to design and track your financial plan. Because the variables that go into your plan are quite complex, MoneyGuidePro is not meant to be “self-service.” So we provide access upon request.

BRADWAY FINANCIAL MOBILE APP

The Bradway Financial mobile app for iPhone, iPad and Android lets you check your accounts wherever you are. It’s free and available for download at the Apple App Store and Google Play.

VIRTUAL BANKING FOR YOUR FAMILY

Help teach your children about financial matters and how to handle money by using FamZoo, a virtual family bank. The service is free for Bradway clients.

Online Convenience, Plus Personal Service

When you have an account question or need an appointment, Kristina Gambino is happy to help. You can email her or call her at 800.725.1622 ext. 9.

Regulatory Information
Bradway Financial Form ADV Part II