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.
