Client Portal

The Client Portal is the website which allows you access to all of your investment accounts that are with Trek Financial.  Within this website, you are able to view asset allocation, investment holdings, transactions and account performance. 


All site credentials and sensitive client information are encrypted using the Advanced Encryption Standard algorithm (Rijndael) with unique 256-bit keys per user.  All master passwords are also encrypted with a different 256-bit global key. This means your data is safe and redundantly backed-up.

LOGIN TO CLIENT PORTAL

Why Client Portals?

  • Access your account information at any time of day in an easy-to-read format.
  • Run reports such as Capital Flows, Gains & Losses, and Recent Transactions.
  • Go paperless! Receive reports electronically.
  • Customizable dashboard allows you to suit the view to your liking.

Safety Tips

Follow a few simple guidelines for safe usage of the portal.

 
  • First you’ll receive an email with a temporary password, which you should change.
  • When creating a password, don’t use common words that can be linked to you.
  • If you receive an email that looks suspicious, don’t click on any links.
  • Always access your portal by visiting our website or via your own bookmark.
  • We will never email asking for your password. If you get such an email, call us!

Learn More About the Client Portal

Find Your Advisor

This site is meant to be a helpful place to learn more about Trek systems and resources. If you need help with your account, planning questions, login access, password requests, or any service-related issue, your advisor and their team are the best place to start. They can help with the details that are specific to you.

 
FIND YOUR ADVISOR

RESOURCES

Support Library

LEARN MORE