Log in to your client portal or access your investment account anytime

Client Portal

Log in to your personalized client portal, where you can view account information, use our suite of financial planning tools, store and access files, and track the progress of your investment plan. Access to your portal via secure gateway will open in a new window or tab.

Account Login

Access your investment account directly. Secure access to your account, statements, historical portfolio data, and other information about your investments is provided by the custodian firm, and your login gateway will open in a new browser window or tab.

Need help, or have a question? Call us at 800-774-6965. Let's talk.

BFA Wealth Management. Plan right. Live better.™