Portal Instructions

Our Client Portal is a secure means of sharing documents and paying your invoice.  Our portal is a full-spectrum FINRA and HIPAA compliant technology using 256-bit data encryption, with SSAE16 AND SOC II certifications.

You also have the option to enable multi-factor authentication, giving you peace of mind knowing you are the only person with the keys to your account.

If you need assistance with your Client Portal, e-mail us at:, or call us at: (541) 773-6633 in Oregon, (208) 373-7890 in Idaho.