Avantax ClientConnect

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 tax@cpasmd.com with any questions or for help signing up.