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Trust and Estate Planning

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wealth Advisory Client Dashboard

Older Woman Relaxing on Couch Looking at Laptop Client Dashboard Background

Access your investment account information, portfolio reports, financial plan, and other important documents in one secure, convenient, easy-to-use online portal and document lock-box.

Dashboard Login

Having trouble?

Check out our FAQs on accessing the Wealth Advisory Client Dashboard.

Need more information?

Contact your CLA representative to get started.

Forgot your password?

Your wealth advisor(s) or any of the CLA professionals you work with will be able to assist you.


The benefits of the Wealth Advisory Client Dashboard

With its intuitive layout and abundant customization features, the Wealth Advisory Client Dashboard can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and a tiled interface provide 24/7 access to:

  • Detailed portfolio information
  • Asset allocations
  • Dynamic, interactive reports
  • Financial goals and the probability of reaching them
  • Other important documents

You will be able to easily view and keep track of all your investment accounts in a single household according to your goals and reporting preferences.

The Wealth Advisory Client Dashboard is designed to make your life easier:

  • Access your account information at any time of day in an easy-to-read format.
  • Run reports, such as capital flows, gains and losses, and recent transactions.
  • Securely send and receive sensitive documents that shouldn’t be sent by email.
  • Go completely paperless with electronic reports.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Please note: The Wealth Advisory Client Dashboard is accessible only to clients of CLA Wealth Advisors. It is different from the CLA Document Portal, which is for access to tax documents and financial statements.