Advisors may create an account on our advisor portal here. Once they have followed the prompts to sign up and have enabled two factor authentication, they can click “invite clients” to begin the process of connecting accounts.
With your permission, the advisor portal allows your advisor to view your subscription documents, tax documents, account statements, as well as the current account balance, holdings and performance of your portfolio.
Note: Your advisor will not have any access to your bank account information or security questions, nor would they have the ability to transact on your behalf.
