Client Portal Access

Current Portal (March 2020-onward)

To see current portfolio information, review statements posted in March 2020 or later, or to send/receive other documents securely with your Bell team, please use the Envestnet Tamarac Portal and Document Vault using the button below:

Archive Portal (prior to March 2020)

To review statements or other documents posted by you or your Bell team before March 2020, please refer to the Junxure ClientView archive portal using the button below (this portal will be accessible through 2020clients may wish to download and save prior statements to their own files if not previously downloaded):


Please contact your Relationship Manager or Advisor with any questions or for troubleshooting.

Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …Read More


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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More


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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More