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Access Your Accounts

Radical transparency. 

Knowing what you own is important. Knowing how what you own is doing is relevant. But the most significant element of financial planning is understanding if you're on track to accomplishing your life goals. That's why we make it easy to view all of your accounts in one place. Learn more about the new portal here

To access your new client portal for the first time you'll need to request access. It's simple to do, just email a member of our team and we'll help you get started. If you are a returning user and you already have a password click the "Access New Client Portal" button below to log in. Your email address is your username for the new client portal.

Access New Client Portal

If you are logging into the client portal for the first time, please request access below. A member of our team will email you a registration link. 

Request First time Access

*If you would simply like to access the old Client Portal/Portfolio Snapshot, please click here.

Log in to view your investment performance

Log in to view your investment performance

Log in to view your HTK investment accounts, request e-delivery and download tax documents

Log in to view your Brinker Capital accounts

Log in to view your Manning & Napier accounts

Log in to view your John Hancock accounts

Log in to view your Transamerica accounts

Log in to view your Jackson accounts

Log in to view your Nationwide accounts

Log in to view your City National Rochdale

Log in to view your Penn Mutual accounts


My$

Welcome to My$. This is your "personal financial platform." The goal of My$ is to help you organize your financial life, and have all your "stuff" in one place. This will help you to simplify your finances, while offering a safe and secure personal financial dashboard. You will be able to access your financial picture from your smart phone, iPad or desktop. Our goal is to provide our clients with a dynamic, real time picture of their finances, which will allow us to collaborate with you to help you achieve financial peace of mind.

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