Here Are All Of Our Client Logins In One Place
Here, you'll find all the links you need to manage your accounts and stay connected. Whether it's checking your portfolio or accessing important documents, everything is just a click away!
Insurance & Segregated
Fund Accounts
For clients with insurance policies and segregated fund investments.
Portfolio Management &
Investment Accounts
For clients accessing their investment portfolios held with our Canadian discretionary and managed account partners.
Preferred Portfolio Management Access
Legacy Platforms
Financial Planning
Portal
For clients accessing financial planning documents, onboarding materials, and collaborative tools.
** These links are provided for convenience only. Friedt Financial no longer conducts new business with this provider.