Client Access gives you online access to information from your Financial Advisor, including your current portfolio and statements.

 Please Enter Your User ID and Password 
 User ID
 Password
   
 
   
Forgot / Reset Password                        Don't Know My User ID


Contact our Help Desk if you need help logging on. 
 Hours:Monday to Friday from 9:00am to 5:00pm EST 
 Toll Free:1-844-907-7911
 Email:access@keybase.com 
    View Trouble Shooting Tips

Please note that Portfolio information is updated every business day between 6 am and 9 am EST.
This site is best viewed with Microsoft Internet Explorer.