Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors


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How to Access your Account

via the Client Access Portal

Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.

Enrolling in Client Access is simple.

Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.

Stay on top of account updates with paperless delivery

It’s secure, convenient and easy on the environment. Click here to get started.

Personalize your account view in a few clicks

You can change notifications, edit your stock watch list and more. Click here to get started.

Add another layer of security with Enhanced Authentication

This secure login method requires a passcode in addition to a password. Click here to get started.

Enhanced Authentication.

The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.

See the bigger picture

Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.

View holdings the way you prefer on the Portfolio page

This allows you to focus on the numbers most relevant to you. Click here to get started.

Quickly find your statements

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.

Securely share documents

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.