Petersen Hastings Navigator | Panload

Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™. This one stop client resource provides insight and information including:

• Custodial Statements (select providers)

• Daily household and account level balances

• Financial insights and market commentary

• Tax Reporting (select providers)

• Quarterly account statements

We are excited about the initial rollout of the Petersen Hastings Navigator and look forward to adding more enhancements in the future.