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Private Client Login

Your secure portal for viewing your portfolio, outside assets, cash flow, and financial plan. It’s all on one comprehensive platform for real-time planning and goal tracking.

Log in to Envestnet

The Envestnet portal is a powerful one-stop shop for your account information, performance, reports, and secure document lockbox.

Use Envestnet to retrieve:

  • Up-to-date performance information
  • Your financial plan
  • Linked outside assets
  • Tax reporting
  • Quarterly reports
  • Monthly account statements
  • Vault services for important documents

Log in to BNY Mellon | Pershing

Your custodian will provide you with current balances, custody holdings and order status. It will also provide you with banking services such as:

  • Bill Pay
  • Checking
  • Lending
  • Cash Transfers
  •  Monthly Account Statements

You will be prompted to provide a username and password. If you do not yet have your username and password, please contact us and we will help you.