Digitally Onboard

Axxcess Portal has a development and creative team in house to design your Advisor site to give you more than a digital presence.

Link Accounts, Organize, and Analyze Investments

Getting Started

Link Accounts

Link Your Accounts

Step 1

Linking your accounts is simple and secure. You'll click the add accounts button, and enter the name of your institution or URL in the search bar.


Link Accounts

Connect Via Web

Step 2

Our Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.


Link Accounts

Private and Directed Investments

Step 3

All of your assets and liabilities are brought into one secure platform. Link real estate, private equity, and hedge funds to create a comprehensive view or your wealth.

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