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If you do not know your login and password combination, please contact our offices at 913.814.3800 and we would be happy to assist you.

Performance Reporting & Financial Plan Summary - Click HERE for consolidated reports on all accounts, updated on a daily basis.  Reports include performance, capital gain/loss, and current holdings.

Charles Schwab & Co., Inc. (Schwab) - Click HERE for daily account balances, recent transactions and tax documents on all Schwab accounts.

Spectrum Pension Consultants - Click HERE for retirement plan participant access to the Spectrum platform.

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