Klingman & Associates, LLC

Client login

Client Portal

Our Client Portal allows you to i) easily view consolidated and in-depth information of all the investment accounts on which we report, regardless of where they are held, and ii) share documents together with our team. It is designed to increase productivity, enhance the financial planning process and can be accessed from anywhere in the world through a secure website. Use of this link requires a separate username and password. Please contact our office at (212) 867-7647 for assistance with registration.

 

Raymond James

Sign in to view your holdings at Raymond James.

Social News
| Stay Connected
Back to Top

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.