Read the Web Access Acknowledgement first to get access to the following Institutions:
Web Access Acknowledgement
As a client of OverRidge Wealth Advisors, by selecting the “I Agree” button, I elect to participate in the password-protected access portion of OverRidge Wealth Advisors’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by OverRidge Wealth Advisors and unaffiliated third parties. This password-protected access is made available to clients of OverRidge Wealth Advisors free of charge. This authorization shall continue until canceled in writing.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to from the OverRidge Wealth Advisors web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from OverRidge Wealth Advisors, or from any other investment professional.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not share my password with any other person. I hereby release and hold OverRidge Wealth Advisors harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. You agree by clicking on custodian below.
