Client Access

We want to make it easy for you to access your account at any time. We serve a number of different clients, each with different account access portals. Please click* on the option(s) below that best describes you and the services you receive. We will guide you to the appropriate login page.

What type of client are you?

INDIVIDUAL INVESTOR

Use this option if you have an investment account with one of our financial advisors.

PLAN SPONSOR

Use this option if you are a plan sponsor for a group retirement plan account.

RETIREMENT PLAN PARTICIPANT/EMPLOYEE

Use this option if you are an employee or participant in a company-sponsored 401(k) or profit sharing retirement plan.

*By clicking on these links, you will be leaving the Preisz Financial website. Preisz Financial is providing these links for your information and convenience only. We are not responsible for the content of any third party website.