Client Portal Logins
Main Login: MyPath Investments & Planning Portal
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.
Custodian Direct Login: SEI
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.
If you have trouble logging in, please contact the 24 hour SEI tech support line directly at 1-888-737-6953 or use the "Forgot Your Password" link on the SEI login page.