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The Tools We Use


At IJL Financial Advisors, LLC, we pride ourselves on providing our clients with the tools they need to best manage their investments with us. 

  • Provision of a checkbook and debit cards linked to your brokerage account
  • Online account access
  • Online bill pay
  • Online trading
  • e-Delivery of statements and trade confirmations
  • Fee-based brokerage accounts
  • Year-end tax and financial reporting
  • Quarterly performance reporting
  • Cost-basis reporting

Copyright 2011 IJL Financial Advisors, LLC, 11006 Rushmore Drive, Suite 150, Charlotte, NC, 28277, 704.714.2200 or 888.874.8634
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