Client Service Center
Welcome back! We value your business.
Notice our NEW Client Bulletin section below. This is where we will regularly post important news about your account. Please be sure to bookmark this page and check it regularly. Thank you for making WrapManager your wealth manager.
To log in to your WrapManager account, please click below.
| Client Bulletin | |
|---|---|
| April 11, 2008 | Clients who will be making prior year (2007) contributions to their Traditional or Roth IRAs have until April 15, 2008. Checks sent by mail (USPS, FedEx, UPS, etc.) must be postmarked April 15, 2008 or earlier. Given the proximity to the deadline, we encourage you to overnight your checks to the following address: WrapManager, Inc., 703 Market Street, 18th Floor, San Francisco, CA 94103. |
| March 11, 2008 | Free EnvisionSM Consultation To celebrate our new web site, we would like to offer our clients a free EnvisionSM consultation designed to help you plan your financial future and help us design the right portfolio to meet your life goals. Please contact us at (800) 541-7774 for an appointment. |
| March 9, 2008 | If you use TurboTax software to do your taxes, you can now download your 1099 data directly into your tax software. See our February 2008 Newsletter under ClubWrap for details. |
| March 7, 2008 | Download 2007 Tax-Related Information |