Broker Check

Account Access

Edward J Opat, CFP®

3875 Franklintowne Court Suite 210

Murrysville, PA 15668-1265

724-325-2070 Telephone

866-745-2070 Toll Free

724-325-2071 Telefax


Online Report Access Instructions

Go to www.cirstatements.com

Click on registration

Complete information on screen – enter your social security # and the client temporary password which is EDOEQUITY

Select next

Accept the agreement

Enter all required information – (please use your home email address not business)


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.