Client Portals

View of your accounts managed by Pendleton Financial to see balances and holdings, as well as performance reporting.

Link and securely view outside investment and bank accounts. 

Advanced financial planning and cash flow components. 

Secure vault to store your personal files electronically.

View detailed investment account information direct from your custodian's website. 

View account statements, trade confirmations, tax documents, investment prospectuses, and other important account documents.