Client access
Benchmark clients have 24/7 access to their financial accounts, financial plan, secure documents, and other important systems to collaborate with their team.
Custodial Client Login
Benchmark Client Portal Login
Tamarac Portal (Investments + Billing Statements)
Tamarac Portal (Investments + Billing Statements)
eMoney Portal (Planning + Data Aggregation)
eMoney Portal (Planning + Data Aggregation)
Secure Email (Encrypted File Transmission)