Broker Check


In our Client Center, you can view all your accounts, register for paperless statements, print HTK account statements or update your advisor in preparation for your upcoming review. Please contact your advisor with any questions or email!

  • WealthView - Consolidated reporting for all your accounts in one place.
  • Go Paperless - Save a tree! Complete this form and fax to us at 425.641.8778, Attn: Dental Resource.
  • Online HTK Account Statements – Access your HTK account statements. For institutional wealth management accounts or insurance policy statements, please contact your advisor or email
  • Annual Review Update Form – To prepare for your upcoming review, please complete and submit this form so we can be prepared to address your specific needs.