Thank you for using our Client Portal to view your portfolio. We have found some common questions that we hope will answer any issues you have run into along the way. Please feel free to reach out to your team for additional help anytime.
Where can I access the portal after my initial registration?
What can I do if my invitation has expired?
This is a security measure to protect your credentials. Please reach out to your team so they can have another invitation issued for your account.
My accounts aren’t showing when I add them.
While some accounts are visible almost immediately, others can take up to one week to display. This has to do with the security settings with the institution providing the information, rather than our system. So please only add once before attempting to resubmit. Your accounts should show an “in progress” status, however they may be processing even if they do not display “in progress” yet. We are working with our provider to help minimize the delay.
Certain institutions have issued statements about this limitation, including: Chase Online, JPMorgan Private Bank, Schwab, and Vanguard.
How can I access the app?
How can I access the vault?
- On the home screen, select Vault and click View Terms on the left side menu.
- Statements are available under the Statements tab on the left side menu.