Other Services

Tax Services: We can help streamline the income tax process through our partnership with many of the premier accounting firms in the Northwest.

Banking: We can transfer funds electronically to and from your external bank accounts, or setup your investment accounts to provide debit cards or checkwriting.

Online Portfolio Access: You can view all of your information in a secure, online environment.

eConfirms / eStatements: At your option, you can receive email trade confirmations and statements from both Freestone and your custodian.