Broker Check
 

Client Login

5 Point Wealth Management System

Video Tour >

  • Personal web portal with a consolidated view of your entire financial situation.
  • On demand access. Secure, password-protected, non-transactional, and encrypted system. 
  • Allows for real time collaboration with your advisors, saving you time and money. 


 



SEI Client Connect

  • Secure, online access to your SEI Private Trust accounts.

SEI Cash Access Account

  • Secure, online access to your SEI Private Trust linked Cash Access Account.

KMS Financial Services Online Statements

Self-Guided Tour >

  • Secure, online access to KMS Financial Services consolidated reporting of the accounts we manage.