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Client Login

Shareholders Service Group, our custodian, provides the online functionality to view your accounts. We encourage our clients to take a proactive role with their investments. However, we stress that we provide online access as a service to periodically gather information about your accounts, and caution against using the online access as a tool to evaluate portfolio and market fluctuations on a daily basis.

Click here to login in. You will be redirected to the client portal to log into your accounts. In the “Secure Login” section at the right, enter our Financial Organization Number (47Y), and your User ID. If you don’t remember the Financial Organization Number (47Y), you can look it up by entering the first three letters of your account number, and the system will pull it for you.