Welcome to your online resource for account information and reporting
Tamarac, our Client Portal, gives you the complete picture of your investment portfolio with at-a-glance reporting. This new system makes it easier for you to monitor your portfolio returns. You can see up-to-date information about your portfolio (based on pricing data from the prior business day), so there’s no more waiting for a monthly statement. You can also view any documents or reports your advisor has posted for you, see any announcements, and much more, all on a customizable dashboard. The system uses 128-bit SSL encryption to ensure your information is protected from any unauthorized access. And it reduces the chance of identity theft by eliminating paper statements.
This site is also where Cascade delivers Quarterly Management Reports and Billing Reports. You'll receive an email from Dana Capozzella when a new report has been sent to this site.
Tamarac also serves as the secure system where we are able to send you documents that require your signature. This site enables you to print the document, sign, scan and attach the document back to us without fear of email hackers.
This site is only for your managed accounts. This does not take the place of your regular monthly/quarterly account statements that can be found on Investor Connect and are mailed to you from our clearing firm RBC Capital Markets, LLC in Minneapolis, MN.
Investor Connect® is a simple and secure website that
allows you to stay up-to-date on the information that
matters most to you — information that will give you
greater control and valuable insights. With access to
your account and relevant market data, you’ll have
timely information at your fingertips to make well-informed
investment decisions and work even more
closely with your financial advisor.
• Holdings, including cost basis
• Transaction details
• Gain/loss information
• Year-to-date income
• Cash and money market balances
• Open orders
• A visual snapshot of your equity and mutual fund
holdings via the Heatmap
• Account statements
• Trade and non-trade confirmations
• Tax documents
• Proxies and reorganization notices
• Mutual fund prospectuses
• Annual statements
• And much more