Client Login

(Please note the following options have changed.)

Stonegate Private Counsel LP

Stonegate Private Counsel clients can access personal account information.

 

United Financial

Clients invested in our Private Client Managed Portfolios, Optima Strategy, Institutional Managed Portfolios, or Artisan Portfolios can access personal account information on those accounts.

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Assante InvestorOnline

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.