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.
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
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
- 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.