Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™. This one stop client resource provides insight and information including:
• Custodial Statements (select providers)
• Daily household and account level balances
• Financial insights and market commentary
• Tax Reporting (select providers)
• Quarterly account statements
We are excited about the initial rollout of the Petersen Hastings Navigator and look forward to adding more enhancements in the future.