Welcome to the Axxcess Portal
Axxcess Client and Prospect Portal
Learn about the main areas of the Portal below:
The Insights Dashboard allows you to add accounts, view your holdings and cash flows, and link your outside accounts.
If you are just starting out, this is the first place to visit.
The Holdings page summarizes your assets.
Performance is enabled for accounts managed by Axxcess. Your outside accounts can be tracked under Balance Sheet.