Account Administration and Support

PlanRock can help you consolidate all your accounts in one place, handle the paperwork, handle all your planning and investment administrative tasks and simplify your financial life. We are here for you.

Business Meeting Stock Photo

We provide the following support services for our clients

  • Account opening or closing
  • Asset transfers – 401k, IRA, stock certificates, etc
  • Cash flow distributions
  • Set up dividend reinvestment
  • Wiring into and from your account
  • IRA distributions
  • Comprehensive Financial Planning Tools support
  • Account review reporting
  • Statement explanation and guidance
  • Online account viewing support
  • * Any other personalized support we can provide to help you reach your goals and objectives