The client portal allows our clients access to their portfolios (excluding brokerage and direct participation accounts). To access your accounts online, click the appropriate link below or contact your
Financial Advisor or
HKFS.
Secure online access to view your HKFS statement. Available for Schwab accounts.
Secure online access to view your Schwab account with real time values, trade confirmations and tax reports. To obtain a user id and password, please call 800-515-2157 or register online at
www.schwab.com/sa_webactivate.
Secure online access to view your SEI account with current account values, trade confirmations and tax reports. To obtain a user id and password, please call 877-435-2497 or register at
www.portfolioaccess.com.
Secure online access for employees of retirement plans that use Next Step services. To obtain a user id and password, please go to
www.hkfsretire.com and click on First Time User. If you have any questions, please contact your plan administrator.
Click
here if you have questions about Estate, Business or Personal planning with insurance.