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.

 

HKFS Statement 

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.

 

Your Retirement Login

Secure online access for employees of retirement plans held through Honkamp Krueger Financial Services, Inc.  To obtain a user id and password, please call Retirement Plan Services at 888.557.2622. 

 

Click here if you have questions about Estate, Business or Personal planning with insurance. 

 

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