Client portal
Your portfolio, performance, statements, tax information, planning and documents, with two-step sign-in.
Sign in
Use the e-mail address we invited. Sign-in asks for your password and a second step (a code by e-mail or an authenticator app).
Use a normal browser window (not private or incognito), and when a phone number is asked for choose United States (+1) in the country list.
New to the portal? Your invitation e-mail from Customer Service has the link to create your account. If you have not received one, contact us or call (214) 234-9900.