Stay connected to your financial life, anytime, anywhere with the new McRae Capital Management Client Portal. Whether you need to check your portfolio account balances, securely share documents or contact a member of our team, we have you covered. Click here to log into the portal.
Discover the advantages of having instant access to your portfolio wherever you go:
* It’s Secure – Your personal information is protected, even if your phone is lost or stolen.
* It’s Informative – You can quickly reference unique insights as you manage your personal wealth.
* It’s Convenient – You can easily access important information and organize documents to fit your needs.
Here’s a video showcasing the new experience:
Here’s a helpful downloadable, printable guide (PDF format) to the new experience as well.
Here’s a helpful downloadable, printable guide (PDF format) with specific instructions on the document vault.
If you are already using the client portal, there is nothing for you to do. You will automatically be upgraded to the new site.
If you have yet to experience the client portal, please contact our office and we can get you started. It’s safe, convenient and easy to use.