Clients Only

Welcome to our client communications portal page. To log in, choose a portal below.

 

Document Portal (ShareFile)

This is the place where clients can send and receive messages and files securely. In addition, CPAs and other client representatives can use this portal to send us tax returns and confidential correspondence.

Investment Portal (Tamarac)

Our secure investment reporting site enables clients to view portfolio holdings, account growth, and more in real time, anytime, through dynamic, graphic reports.