Welcome to the Opal Client Portal
Our Client Portal is powered by the industry’s most comprehensive technology solution in wealth management. You can now unlock an advanced level of access that includes:
- Linking financial accounts for a holistic view of your complete financial life
- Quick view of your portfolio performance and real-time market reports
- Ability to safely store and share important documents with your Opal advisor
- Communication tools to collaborate with your advisor and client service team
- Two-factor authentication and world-class security to ensure your data is safe
We’re always looking for best-in-class solutions to deliver a superior level of service to you. Our portal is just one of the many innovative resources we provide so that you have the information you need to stay on top of your portfolio. Want to learn more about the many benefits of the Opal Client Portal? Watch the video below.