Client Access: How-To Videos
Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to change your account preferences and share documents with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.
Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.
Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.
Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.
Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.
Kennedy Investment Group and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.