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William Blair is in the midst of a two-year technology infrastructure project that we believe will transform the way our clients are able to interact with their financial advisor and their investment accounts. Our goal is to provide individualized investment reporting and account management tools that are securely available at any time and on any mobile device.

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All William Blair Investor Annex users will be transitioning to a new client investment platform called My William Blair. We are transitioning clients to the new platform in phases through the first half of 2016.

Once the transition is complete, we will retire the Investor Annex name and all users will be on the My William Blair platform.

As we transition each client to My William Blair, you will receive personal communications that will include easy-to-understand instructions, login and password information, and a user guide and frequently asked questions (FAQ) document highlighting new features and benefits of your new investment platform. Additionally, you will have access to William Blair resources should you have any questions or concerns during your transition.

Your new My William Blair will be a state-of-the-art investment platform that will provide an enhanced user experience that includes a mobile-ready site and iPad app, access to dynamic, individualized investment reports for your accounts, and secure tools for sharing documents between you and your advisor.

In the meantime, if you have any questions or concerns, please feel free to contact Client Services via e-mail or call +1 800 730 6003.

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Speak with Client Services at +1 800 730 6003.
Monday - Friday, 8:30 a.m. to 5:00 p.m. CT

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