Broker Check

 Travis Terry, CPA     (603) 898-2511

Quick Links

Account Access

You must have someone at our office set up your email address.
You will receive an e-mail from no-reply@securedrawer.com shortly after the staff sets you up – The e-mail will include:
1) a link to the site
2) a user ID (which is your e-mail address)
3) a temporary password – which you will change once you log in

**Please log in within 48 hours to get your permanent password established
Please check your Junk/Spam if you do not see this incoming e-mail within the next 5 minutes.

Open the associated link.
Click “Client AccountView Login” in upper right hand corner of screen on HD Vest Main Page
1) Enter Personal Information
2) Answer identity verification questions
3) Select accounts you will like to be able to access online
4) Create a User ID and Password

Involvement and Commitment

 

News Feed

  • "My BNI Story" Videos Featured at BNI Miami-Dade MCRA 2013
    Just this past December, BNI Miami-Dade held their annual Member/Chapter Recognition Awards (MCRA) event and one of the standout highlights was the presentation of a professionally produced collection of several powerful "My BNI Story" videos. Click on the "Read More" tab for access to the "My BNI Story" video collection and to get details surrounding the 2013 BNI Miami-Dade MCRA event . . .
  • BNI Malaysia Launches the BNI Pioneer Chapter
    Just last month, BNI Malaysia launched the BNI Pioneer Chapter in East Malaysia (probably more commonly known as Sarawak, Borneo) with an energetic core group of 22 and an audience of 130 people. Click on the "Read More" tab for all the details . . .
  • What Dog Sled Teams Can Teach Us About Leadership
    In the most recent "From the Founder" article in BNI's global online newsletter, SuccessNet, Ivan Misner explains what he learned about leadership from a dog-sled excursion he and his wife Beth experienced while visiting the Ice Hotel in Sweden last year. Click on the "Read More" tab to access the article now . . .
  • BNI Business Index Results for 2013
    The BNI Business Index was created by BNI to guage the economic state of business worldwide based on global survey results of retailers, service companies, and manufacturing companies all around the world.  Over 1,000 people from every populated continent in the world responded to the BNI Business Index for year-end 2013.  Click on the "Read More" tab to view the survey results . . .