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Important Notice Regarding Your Account Values

Every effort is made to update asset values by 3:00PM EST. These values are as of the close of the prior business day. After logging in, your accounts will reflect the price matching the date column next to the values. We now update the values multiple times during the day so the dates may not match. Thank you for your patience.

The Harbor Group obtains pricing and transaction data from a number of sources. This information is obtained from sources we believe to be reliable. However, occasionally the transaction or pricing data we obtain is either erroneous, not able to properly import into our database, or two custodians may provide different prices for the same asset. This could result in account values that are either inaccurate or inconsistent with those provided by your custodian.

In addition, prices and transactions for assets held in some 529 plans, 401(k) accounts, annuities and other retirement plans are retrieved manually on a monthly or quarterly basis. Therefore, these assets may not reflect current values.

While we make every effort to ensure that the information is accurate, The Harbor Group assumes no responsibility for errors, inaccuracies, omissions or any other form of inconsistency in your account data as reported online. If you have any questions regarding the values displayed on this web site, please do not hesitate to contact us. We will be happy to review your account with you at any time.