Can I access my account online?

Yes, you can access your account online through our secure client portal. Our online platform offers a convenient and user-friendly way to manage your account anytime and from anywhere. Once you sign up for an account with Dunham & Associates, you will receive login credentials to access the portal. Through this online platform, you can view your account balance, review transaction history, monitor performance, and access important documents such as statements and tax forms. Additionally, our client portal allows you to easily communicate with our team, submit requests, and receive personalized support. We prioritize the security and privacy of your information, employing advanced encryption protocols to ensure the safety of your online account. Experience the convenience and accessibility of managing your Dunham & Associates account online today.