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Investec Client Portal

We’ve partnered with Tamarac, a leading online service provider dedicated to independent investment advisors. While Tamarac is responsible for maintaining the infrastructure and security behind your Client Portal, we are responsible for the accuracy of your data and the content you ultimately see.

Our goal with the Client Portal is to simplify your life:

  • Access your account information at any time of day in an easy-to-read format.
  • Run reports such as Account Performance and Capital Flows.
  • Securely send and receive sensitive documents that shouldn’t be sent by email.
  • Go completely paperless! Receive reports electronically.

If you have a question or run into a problem while trying to access or use your portal, please give us a call. Forgot your password? You can reset it yourself online or call us to get it fixed. As always, if you have feedback or would like to see something different, please let us know.



Schwab Account Access

Looking for your tax forms? Click here for instructions.

For our clients with assets custodied at Schwab, you may access your accounts with the Schwab Alliance Portal. Clients can easily obtain information such as Schwab Statements, 1099s and more. Schwab Alliance also provides a mobile app and allows you to sign up for electronic delivery of key account documents.

With e-delivery, our clients can take advantage of the benefits of going paperless, including:

  • Convenience and Flexibility. Clients can access, download or email their account communications at their convenience.
  • Increased Security. Going paperless reduces the risk of identity theft associated with sending sensitive financial information through the mail. Documents are accessed in a secure, password-protected environment.
  • Centralized Record-Keeping. Less mail means less clutter, helping to reduce the risk of misplacing important documents.
  • Environmental Responsibility. Paper-free transactions help conserve natural resources and are better for the environment.


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Schwab is a registered broker-dealer, and is not affiliated with Investec or any advisor whose name appears on this website. Investec is independently owned and operated. Schwab neither endorses nor recommends Investec. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.

Schwab has agreements with Investec under which Schwab provides Investec with services related to your account. Schwab does not review the Investec website, and makes no representation regarding the content of the website. The information contained in the Investec website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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