Madison’s Secure Client Portal
The Madison team is excited to announce our new secure client portal. What does this mean for our clients?
Secure access 24/7: Log-in to view your investment accounts anywhere at any time.
Convenient access to all of your investment accounts: Access all of your investment accounts in one place.
View investment allocation and performance: See how your investments are allocated and performing.
View portfolio holdings and cash flow history: View your holdings by account and asset class. Track aggregate portfolio contributions and withdrawals.
Store and share important documents: Store important documents such as tax returns, wills and trusts in your secure portal vault. Use the vault to exchange confidential information with your Madison team including updated financial plans, account opening and maintenance forms. This means less paper, fewer trips to the post office and no more encrypted emails!
Please contact your Madison Client Services team at (888) 943-4198 to schedule a client portal consultation. We’ll be happy to walk you through the log-in process and orient you to the new site.