Client Login
Quick Access to Your Most Important Sites
M
atrix uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us. This password-protected information can be accessed by clicking on the appropriate custodian below and logging in with your appropriate credentials.
Click a heading to expand that section
Consolidation Reports
Brokerage and Institutional
Mutual Funds
Annuities
529 Plans
