The Meyer Capital Group client portal serves as a digital hub of communication between our team members and their clients, providing a comprehensive view of a client's financial picture. It is integrated with our custodians, Charles Schwab & Company and TD Ameritrade. It offers advanced security features including dual-factor authentication. In addition, our clients can access the portal through our website or soon utilizing a branded mobile app for iPhone and Android. The portal allows clients to view their portfolio and performance reports.
Our client portal also features:
If you do not have access to our client portal, please contact anyone on your Service Team who will arrange for your access to this amazing tool.