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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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More