Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
This section of our website is reserved for clients who are registered for our NetClient CS system.
It is a secure extension of our website designed to allow better, more convenient communication exchange including documents and services.
If you have a NetClient CS account with us, please login below.
If you would like to learn more about this service, please click here.
If you would like us to setup an account for you, please Request a NetClient CS Account.
View our Website and Web Portal Usage Policy
For security reasons, you should Sign Out and close your browser when you are done.
Also, do not let your browser save your password.
Our web site and portal system are both hosted by Thomson Reuters, an industry leader with more than a decade of experience in hosting online applications. Read their Fact Sheet to learn more about data security.
Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files.
Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.