Milestone Advisory Partners

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That big promotion at work

It’s a time for your financial and lifestyle goals to reflect your new reality, and to consider the financial ramifications of your new corporate benefits and executive perks.



One of the benefits of being our client is that you don’t have to be preoccupied with the never-ending news of the markets or the media noise generated by it. We do the heavy lifting for you. However, we recognize that our clients, being the intellectually curious bunch they are, sometimes enjoy seeing what’s going on. It’s why we’ve conveniently compiled these informative resources. If you want to have a conversation about something you’ve read, by all means, reach out to us. That’s what we’re here for.

Client Access Instructional Videos

Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.

Setting Up Enrollment

Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.

Adding External Accounts

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.

Sorting and Filtering the Portfolio Page

View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.

Setting Up Paperless Delivery

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.

Customizing the Summary Page

Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.

Locating Documents

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.

Sharing Files in Vault

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.

Setting Up Enhanced Authentication

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.

Using Enhanced Authentication

The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.

Making a Mobile Deposit

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.

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