Through Wealth Access, Karpus Investment Management (KIM) provides a secure and simple way to access your account, view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can monitor portfolio and cash flow.
All users must have an account with Karpus Investment Management in order to use this application.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Access and produce reports
Access your account with your phone or tablet from anywhere
Communicate with your relationship manager
Store financial documents in a secure, digital vault.
Karpus Investment Management is a subsidiary of City of London Investment Group PLC, and an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Additional information about Karpus Investment Management available on the SEC’s website at www.adviserinfo.sec.gov.