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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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More


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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …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