Security and protection of your information is our concern. This secure extension of our website allows for a faster, safer, and more convenient communication and exchange of information. If you are a current client, please contact us to obtain your log-in and password information. If you would like to learn more about this service or need assistance accessing your private client portal, please contact us.
Access to this section of our website is reserved for only clients of the Firm and their advisors.
Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24
Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29
Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.