I agree with the previous poster. You will get emails and snail mail if you information is changed. So no worries there.
If you are nervous about someone knowing your password, simply change your password on a frequency you determine.
What's your secret sauce? Why are you able to "beat an index by 1-2 pct over time?"
the mutual fund did you make that in your name or as a child custodian for your child?
I own CA Intermediate-Term Tax-Exempt from Vanguard.