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Client Portal Logins

Main Login: MyPath Investments & Planning Portal

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.

Secure Login Here
Custodian Direct Login: BNY Mellon & Pershing Advisor Solutions

Custodian Direct Login: BNY Mellon & Pershing Advisor Solutions

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.

Secure Login Here
Custodian Direct Login: Pershing NetXInvestor

Custodian Direct Login: Pershing NetXInvestor

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

NOTE - 5EQ is your Financial Org #

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

Secure Login Here (5EQ is your Financial Org #)
Custodian Direct Login: SEI

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.

Secure Login Here: www.AccessMyPortfolio.com

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