Existing clients
Client access.
Two secure doors: your live portfolio, and your documents. Both are held outside Enclave — with the custodian and the vault provider respectively — and both are yours.
Investment account
Powered by Fidelity, our institutional custodian. View live portfolio holdings, account balances, transaction history, and performance reporting — all in one secure place.
Access portal
File vault
Your secure, encrypted document library — account statements, legal agreements, tax documents, insurance policies, and estate planning materials, organized and accessible whenever you need them.
Access vault
Having trouble accessing your account? Contact your advisor directly, or call (613) 614-7200.