Access your portal account to securely upload and download files with us, including your tax return, working files, and large QuickBooks files. The password-protected account can be accessed from anywhere, anytime.

Register for a new portal account here.

Click the “Pay My Bill” button to submit an online payment from a checking account or via Visa, MasterCard, or American Express credit cards.

We still accept payments by cash or check or by calling the Accounts Receivable Dept. at 952-345-2500.

If you received your Client “Organizer” in the mail and prefer to fill out the secure web-based version, please click here to request it. Bev Serviss will email you the registration instructions.

Those already registered for the web-based Organizer, click the button below.

No portal account yet? Securely send files directly to your adviser without using a client portal account. Click the button below to fill out the form and attach your documents.

If you already have a client portal account, please upload all files there.