Client Portal

The Client Portal is designed for clients to easily and securely access copies of their investment information, quarterly/annual statements and signed documents.  Access for each website is a secure, password-protected login intended to allow client access to information relative only to their specific account(s).  For issues with user ID and/or password information for any of these resources, please contact us at (815) 444-9560 and we can assist in directing you to the proper channel.

To access the following client resources, click on the respective icon below:

TD Ameritrade accounts:

Consolidated quarterly statements & account information:

Signed copies of account documents and other client-related files:

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***Investment Advisory Services provided through Partnervest Advisory Services, LLC***