- Our portal gives you access to view balances and performance of your Harris Consulting managed account(s).
- Quarterly reports are now posted directly to the Client Portal for a more secure and streamlined experience.
- Additionally, the portal will allow you to securely upload any necessary documents or paperwork to us when needed.
Click here to log in to the portal! And if you are interested in downloading the mobile app, let us know so we can email you an invite.
Please note, this does not replace SchwabAlliance for Charles Schwab accounts. The Client Portal is directly associated with our new account management system which provides performance reporting for our clients’ overall portfolios.
If you have any questions or need assistance setting up your Client Portal, please reach out to Robert or Bonnie!
