Client Portal - Log in

Welcome back

Log in to your client portal.

Forgot Username?

Forgot Password?

Need to update your mobile phone number?
Contact your Financial Professional.

Legal Account Disclosures

The Avantax affiliated companies exclusively provide financial products and services and do not provide or supervise tax or accounting services. Professionals’ outside companies are not registered broker/dealers or registered investment advisers.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100 Dallas, TX, 75019 . 972-870-6000.

Check the background of this firm on FINRA’s BrokerCheck .

Investments & Insurance Products:

• Are not insured by the FDIC or any federal government agency

• Are not deposits of or guaranteed by the bank or any bank affiliate

• May lose value