Client Resources

Client Portal

 

The HC Advisors Client Portal will allow us to securely pass along important information to you such as your Quarterly Portfolio Reports as well as other sensitive documents.

Enter the User ID and Password provided to you by your Advisor or Operations Team.  For questions or problems logging into the portal, please contact us at (404) 705-4593 or e-mail our Operations Manager, Lily Hsieh.

Go To Client Portal

Custodian

 

We encourage you to enroll in Schwab Alliance for online access to your Schwab accounts. Online access provides you the ability to view your account information and also elect to receive statements and trade notifications electronically.

For assistance in setting up access to Schwab Alliance, please contact us and we will be happy to assist you.

Charles Schwab

Annual Regulatory Documents

Form ADV Part 2A – Firm Brochure

Form ADV Part 2B – Advisor Brochure