ClientView

Access Your Account Data with JPH ClientView

We believe it’s important to track your progress towards your goals, so we’ve partnered up with state-of-the-art financial software companies to provide access to the value and performance of your investment accounts online. JPH clients can access this information through a system we call ClientView.


JPH ClientView

We are excited to announce that ClientView as you knew it has been upgraded to a newly improved, user-friendly client website called JPH ClientView. This system allows 24/7 access to continually updated performance and activity data about your accounts.

This new client portal will have its own separate URL and login information. Please reach out to Magda Richard via email at [email protected] or call us at 770-859-0076 to get setup on the new JPH ClientView system.

If you already have a login setup, click the button below to access.

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