Accessibility Across The Board

McKean&McMills’ secure client portal gives you on-demand, 24/7 access to report data across all the different types of business you do at various institutions. This allows you to view and download reports for any or all of your accounts, regardless of custody, which include: bank, mortgage, securities, stock transfer agents, insurance, international master custody, ERISA (retirement plans), and corporate trustees.

Organizing Your Data

McKean&McMills’ secure client portal allows you to manage the way in which information is presented to you. Using McKean&McMills’ portal, you can create folders and fill them with the reports you use on a regular basis. In this way, you can organize your information in a manner that is most logical to you.

You Are In Control

McKean&McMills gives you the flexibility to control access to our secure client portal system. You can easily create and change unique logins and passwords at your convenience, so that you control access to your aggregated account viewing on our site.