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Mallozzi & Dwyer, CPAs, P.C.

Avantax ClientConnect

ClientConnect Client Portal

Signing up for Client Connect provides you with:

  • 24/7 access on any device to ALL of your Avantax accounts (brokerage, direct to fund, etc.) online – all in one place
  • Online access to easily misplaced paperwork like statements, trade confirms, and tax documents
  • Secure messaging and file sharing with your advisor
  • Ability to electronically share access to your account(s) with fellow account holders without completing additional paperwork
  • A feature that allows you to take a screenshot of what you’re seeing and message your advisor about it directly
  • Monitoring of your progress toward your financial goals with our VestVision® comfort analysis graph
  • Quarterly performance reports for clients enrolled in an Avantax Advisory Services relationship
  • Searchable FAQs
  • And more!

Use the link below to enjoy the benefits of Avantax's new client portal.

Please email with any questions or for help signing up.