Client Account Access

Client Resources

At Craig James Financial Services, LLC, we value transparency and believe our clients should have access to view their accounts any day and any time of the week. In addition, you can also call our office anytime you need a printed statement or account summary, and we will gladly provide you with the requested information.

Today, many people prefer to be paperless. If you are still being mailed statements for any of your accounts, please give our office a call and we would be happy to assist you with completing the paperless process.

If you do not have a user ID or password, please call the office (631-393-2888) for assistance with the initial set up.