Client Logins

Grimes Financial Services
2 Williams Street
Lexington, NC 27292
Phone: (336) 249-2723
Fax: (336) 249-2727
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Client Dashboard

Comprehensive platform for Grimes Financial clients to link and follow all financial accounts in once place including bank accounts, credit cards, 401k plans, property assets, investment accounts and more.


 Client reporting tool that provides consolidated views of accounts held with Grimes Financial.


Client access to Pershing account statements, trade confirmations and other account related documents with ability to suppress postal mailings.