Account Access


You may access your Harbor Asset Planning account information 24 hours a day, seven days a week. View trade confirmations, investment holdings and monthly account statements with ease.


Client Assets


Client assets are held in custody with Pershing LLC, a Bank of New York Securities Group, through an arrangement with Shareholders Service Group (SSG).  Pershing holds your assets, SSG provides trade confirmations, account statements and tax documents. 


Security Note


We will not ask you to send us personal information though unsecured email. If you receive an email appearing to be from Harbor Asset Planning or Shareholders Service Group that asks for personal information, such as your social security number or password, do not respond. Please notify us immediately if this should occur.


Call if you need assistance ! 617-489-0324
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