With the Colby McGeachy secure client portal, you can upload documents to us or download your financial statements and summary with ease. Simply click the “Launch Portal” button below and you will be directed to a new page.
Please call the office and we will be glad to set-up your personal account. You will be supplied with a Login ID and Password to access the secure system and your files.
To review the Colby McGeachy Portal Client User Guide, please click here.
We have compiled a series of video tutorials to assist with the most common portal tasks. Should you have any questions or concerns, please contact us for support.
ADDING A FOLDER
MOVING FILES WITHIN FOLDERS