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Due to Tropical Storm Isaias, our Parsippany, NJ office is temporarily closed. We recognize that as a client of Hennion & Walsh, you may need access to your account to sell a position or request a check. Our office in Boca Raton, FL will assist you with any requests you have including sell/liquidation orders and check disbursements. Please call us at (561) 454-1770 and ask for Sue Finch. As always, we appreciate your business and thank you in advance for your patience and understanding.

 

At Hennion & Walsh, we assure you that we are monitoring the coronavirus (COVID 19) situation closely and are working to ensure we meet the needs of our customers as well as provide for the health and safety of our employees.

Our business is built on our client relationships and during these uncertain times, we are here for you. We are here to talk, listen and help navigate these unpredictable times together.

We want you to know we are taking steps to protect the health and well-being of our employees and have policies in place to respond to potential disruptions. We are with you as we experience these unpredictable times. As this unfolds, we will be with you and we will get through this together.

We are available by phone and email and although we are limiting visits to our offices, most inquiries and transactions can be handled by phone.

Here’s what we’re doing:

Business Continuity Plan

Hennion & Walsh actively maintains a business continuity policy and plan to respond to any potential disruption of business operations. The plan is designed to safeguard the safety and health of our employees, clients and partners; securely protect both firm and client data and information; and ensure that procedures are in place to quickly assess, recover, and resume operations—allowing Hennion & Walsh to maintain consistent client service.

Multiple Locations and Remote Access

Hennion & Walsh maintains more than one office, and this helps ensure business operation continuity in the event one office has an adverse event. In addition, our employees and offices are also equipped with the required technology and support to work remotely and remain ready and available to assist. We also employ routine testing of backup access to all systems, procedures and staff members.

Health and Safety

We have taken – and will continue to take – all necessary precautionary and preventative measures, following the advice of public health officials, to prioritize the health and safety of our employees, clients and partners in all office locations.

Online Account Access

Hennion & Walsh’s secure client portal, Online Access, remains an easy way for clients to see their account values and activity, 24/7. If you have not yet registered for Online Access, you can do so today at www.hennionandwalsh.com.

Our business is open and we remain available to support you as needed.

For Clients

As we all adjust to changes to our personal and business lives caused by the COVID-19 virus, we want to remind you that we are available by phone and email and although we are limiting visits to our offices, most inquiries and transactions can be handled by phone. Our hours for incoming calls are weekdays, 9:00am to 4:00pm.

We also offer convenient and safe ways to access your accounts and funds at Hennion & Walsh.

Transfer Funds through ACH

Although we remain open, to avoid potential mailing delays or disruptions, consider adding ACH access to your account to allow for electronic fund transfers.
ACH payments are electronic payments that go through the Automated Clearing House Network directly from one account to another. Using the Hennion & Walsh ACH system, you have the option to choose how and when your funds are transferred, eliminating waiting for checks to be received or sent.

To add ACH Access to your account settings, please contact your Hennion & Walsh Financial Advisor, or click here to access the form.

Access Your Account Online

Hennion & Walsh’s secure client portal, Online Access, remains an easy way for clients to see their account values and activity, 24/7. If you have not yet registered for Online Access, you can do so today at www.hennionandwalsh.com.

Sincerely,

The Hennion & Walsh Team