Client Portal
Sign in to access your accounts and upload documents.
Once logged in, you’ll have access to an interactive, big-picture overview of all of your CCM-managed accounts; a snapshot of your current/daily investment holdings; numerous dynamic reports that adjust as you select custom criteria; and your CCM quarterly statements.
Need to Share a Document With CCM?
- Log into a Portal session.
- In the far left column, navigate to the folder icon: Document Vault.
- Navigate to Advisor Shared.
- Once there, you’ll see an option to upload.
Forgot Your Password?
If you’ve already established a Portal account and forgot your password, or are having trouble logging in, select the “forgot password” option on the login page. This will prompt you to enter your email address where portal login instructions will be sent.
If you have questions about the Portal or would like help with your account, call 952.230.6700.