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TCS FAST™, (Financial Assessment Snapshot Tool), is a state-of-the-art aggregation and planning tool that allows you to access all of your financial accounts, including non-brokerage, from one convenient location via the web or your smart mobile device.

Accessed via secure login through, TCS FAST™ automatically updates your balances on a daily basis, and can provide an overall picture of your allocations based on type of account and asset class. This allows you to get a clear view of your current financial status 24/7, and instant access any TCS-generated reports as soon as they are available from anywhere. Because the system is non-transactional, meaning money cannot be moved in or out of any linked accounts, you can rest assured that your finances are protected at all times.

In addition to monitoring your financial accounts, TCS FAST™ delivers a unique "Vault" storage system which allows secure online storage for important personal documents, i.e. reports, taxes, family photos and more. And because we can restrict access to these vault folders, access can be granted to third parties, including lawyers or CPAs, on an as-needed basis to upload your documents or download information. The flexibility to track loyalty rewards, hotel points and frequent flier miles is an additional add-on benefit.

To find out more about TCS FAST's™ secure technology and watch a short security overview video, please click here. Or to see more info how TCS FAST™ is incorporated in your relationship click here.