IMPORTANT UPDATE: We introduced a new Client Portal on April 10. Please contact us if questions and go here to learn more about the new Client Portal.
To access your investment portfolio, you will need a personal user ID and password.
If you do not have this information, please contact 859-936-2886.
To access your retirement plan account, you will need a personal user ID and password. If you do not have this information, please contact 1-800-338-4015.