Client login

Client hub

Access your investment portfolio, quarterly reports and commentary, and documents.

• Log in
• Former Parsec client log in

Financial planning portal

View your financial plan.

• Log in
• Former Parsec client log in

More useful links

• Schwab
• Fidelity
• TD Ameritrade
• National Advisors Trust

Written guides

• Client Hub User Guide
• Modera App Download Instructions
• How to Use Microsoft Teams