The Client Portal
To view your IAPW accounts on your computer or laptop, use the Client Portal. To view them on your cell phone, try the new app!
The Mobile App
Securely monitor your portfolio and stay in touch with your Investment Advisor.
Client Portal Starter’s Guide
Click on the link below for detailed instructions on how to register (p3), select your mailing delivery method (p5), navigate your portfolio (p6), and share access with another person (p8). You will need your Client ID number to complete your registration.
How do I register for the first time?
The registration process is the same on both systems. Once you have registered on one system, you can use the same username and password to log into the other system
How do I log in?
The login process is the same on both systems. Once you have registered on one system, you can use the same username and password to log into the other system.