Use the multimedia and online tools here on our secure client login page. They enable you and your advisor to better engage and communicate about your current position, your financial planning progress, your investments and our joint action items. So, click below to access your personal accounts and resources. If you have any questions or would like to discuss anything, call or email your advisor. Click here to access Our Team.
Client Portal Access Acknowledgment: As a client of Perspective Financial Services, LLC (PFS), by signing into your client portal you have elected to participate in the password-protected access portion of PFS’s Internet website. You understand that your participation will allow you to review certain investment-related information published by PFS. This password-protected access is made available to clients of PFS free of charge. This authorization shall continue until canceled in writing. You understand that the password-protected section is a secure website intended only to allow clients access to information relative to their specific account(s). You also understand that you will be assigned an individual password. You agree not to share your password with any other person. You hereby release and hold PFS harmless from any adverse consequences relative to any failure by you to keep the identity of your password secure.