Truepoint’s client portal offers:
- Flexibility to customize your portfolio view
- Timely performance and transaction detail
- Enhanced reports to better organize and understand your financial situation
- Secure document access, storage and organization
- A user-friendly experience that is easy to navigate
To access the client portal, login here.
NOTE: Login information will be delivered to you via email. If you are unable to locate the email, please check your junk mailbox or spam folder. If you cannot log in, please contact Will Lundstrom at firstname.lastname@example.org or 513-792-6648. You may also contact your advisor. We are happy to make sure you are set up correctly.