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5 Most Frequently Asked Questions about your Client Portal

Photo of author, Teresa Shawver, FPQP™, CPFA®.
Teresa Shawver, FPQP™, CPFA®
Manager of Advisory Service Standards

Have you yet experienced the redesigned McKinley Carter Client Portal, with secure access to up-to-date charts and data on your investment portfolios? Did you know you can see real-time information about your Holdings, Performance, and Transaction History? If you're not taking advantage of this tool, we encourage you to check it out today!

Here's What's New!


Through the recent redesign, we improved graphics, increased the amount of ‘at your fingertips’ data, and added an interactive Service Team & Blog section that makes it more efficient to communicate with your advisory team directly from the site.

Each portal also contains a Documents Vault - a secure and easy to use method for sharing nonpublic information back and forth with your advisor. With cybersecurity concerns top of mind, this means you can have peace of mind that your data is passed securely and confidentially, without the hassle of password protection or separate encryption email.

Give it a try - uploading directly to your advisor through the Client Portal is only a few clicks away, starting with ‘Documents’ in the Portal taskbar at the top of the home page!

Our goal, through this user-friendly, on-demand portal, is to provide timely and most relevant information you care about. If you have questions or suggestions for improving the site and/or the reports that are available to you, please share those thoughts with your advisor.

If you don’t yet have a Client Portal Log-in or have forgotten your User ID or password, reach out to your advisor today to get started! It's that easy!

If you already have a User ID and password, click on the Advisor View icon as shown below, or you can access the portal via the Client Login button on our website homepage :


5 most Frequently Asked Questions about our Portal:

Q: Is my information secure in the Client Portal?
A: Yes! McKinley Carter cares greatly about protecting our clients’ data. For Client Portal, our portfolio accounting system partner, Tamarac, utilizes a data center that maintains the highest industry standards with SSAE16 Type II certification and undergoes annual audits.

Q: If I’ve not accessed the Client Portal before, how do I get started?
A: Contact your McKinley Carter advisor, who will be happy to establish a user ID and link to gain access to the site.

Q: Can I use any browser for accessing Client Portal?
A: While the Client Portal will work with any browser, we have found that Google Chrome works exceptionally well at providing a more consistent user experience.

Q: What do I do if I forgot my password?
A: There are a couple options for this - DIY: On the sign-in page for your client portal, click “Recover it here” to be directed to the Request Password Reset page. Enter the email address associated with the Client Portal and you will then be directed to a confirmation page. If the email address matched, you will receive an email with further instructions for resetting your password. The other option is to contact a member of your advisory team and they will be happy to initiate a password reset automatically.

Q: Are custodian (i.e., Fidelity, Schwab, TDAmeritrade) statements and official tax statements (e.g. 1099) available to me through the Client Portal?
A: No. Custodian statements are only accessible directly through the custodian website or by U.S. mail directly from the custodian. We can, however, assist by obtaining for you or establishing the online access necessary, upon request.

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