Client Login
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Client Login

Personal Account Login

IMPORTANT UPDATE: The Client Portal will not be available March 31-April 9. We will introduce 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.

 

401(k) Login

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.