Client Portal Login

*NEW* FileCenter Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.  Contact us to set up a new portal, or If you've already signed up click below to access your portal.

Login here


Click on the Lock to the left to quickly send us a file through SecureSend.  The selected firm member will be notified once your file upload is complete.  You can send one file at a time with this method, or put all your documents in a Zip file and send us the Zip file.

Old Secure Firm Portal

Use this link to access the old Secure Firm Portal.

Login here

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T: (801)268-2245 F: (801)268-2291 E:

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