Log into your client account
If you need assistance with log in credentials or have questions about any of these systems, please contact Elizabeth Osborne . Also, please be very careful with your credentials. All three of our portals use AES 256-bit encryption—the same as that used by banks and other financial institutions—but your information is only as safe as your password. Make it unique, change it whenever prompted, and use 2-factor authentication if possible.
Client Portal
Log in to the Client Portal to view portfolio positions, review performance and download quarterlt statements. Also review you financial plan, run balance sheets and net worth statements and manage your budget.
Legacy Portal
Log in here to manage your Legacy Plan and to invite, edit, or delete “deputies”.
