Client Account Access Online
IRI Clients who have accounts custodied at Datalynx, Investor Resources Asset Management (IRAM), Investment Manager Services (IMS), and Charles Schwab & Co., now have the ability to view their account information on the web.
Please note: By accessing the account information below, you agree to our
website access acknowledgement.
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eMoney Accounts
Maintaining an up-to-date view of the progress you are making is easier with today’s technology. We are able to keep you and your other selected advisers current. We can collaborate with you, on-line, to update or revise your various plans along with your changing circumstances or objectives.
Using the most secure access routines, you are able to more efficiently manage your own finances and stay organized even when you have accounts at many different institutions. Taking a few minutes to view one of these videos will introduce you to some of multiple ways our processes can keep you moving forward towards your family’s objectives.
CLICK HERE to access eMoney accounts.
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Datalynx Accounts
Datalynx provides online access to client accounts for viewing through their website called Accountlynx. If you have never accessed your Datalynx account through the web, you must contact Karen at Investor Resources, Inc. (contact information below) to establish your account access. Once established, you will receive an email from Accountlynx with your password. You can then click on the link below to login to your Datalynx accounts.
CLICK HERE to access Datalynx accounts through Accountlynx.
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Investment Manager Services (IMS Accounts)
IMS provides online access to client accounts for viewing account values, share balances, and transaction information. If this is your first time logging in, you must have a 128-bit encryption compatible browser.
CLICK HERE for IMS Client Account Access.
CLICK HERE if you need to update your browser.
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Investor Resources Asset Management (IRAM Accounts)
IRAM clients may access current and historical account information by clicking below to access e-Wealth Manager. If you have never accessed your IRAM account through the web, you must contact Karen at Investor Resources, Inc. (contact information below) to obtain your account login and password.
CLICK HERE to access IRAM accounts.
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Charles Schwab Accounts
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor whose name appears on this Web site. Investor Resources, Inc. is independently owned and operated. Investor Resources, Inc. provides investment advisory services for your account. Schwab has agreements with Investor Resources, Inc. under which Schwab provides Investor Resources, Inc. with services related to your account. Schwab does not review the Investor Resources, Inc. Web site, and makes no representation regarding the content of the Web site. The information contained in the Investor Resources, Inc. Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
CLICK HERE to go to the Schwab log in page.
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Please let us know if you have any questions or problems.
Investor Resources, Inc.
691 Bethel Avenue
P. O. Box 759
Port Orchard, WA 98366
Phone: (800) 317-9119
Fax: (360) 895-9121
Contact: Karen McClellan