Portal Users’ Guide
In today’s busy, competitive environment, we at Miller Cooper & Co., Ltd understand that you are often working well beyond traditional business hours. As your trusted financial advisor, we are always looking for ways to make your job easier, which is why we offer the convenience of private web portals. Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password. Private client portals provide an easy way for you to access your financial documents, transfer data, and exchange information with us on a 24/7 basis.
Link to Client Portal
System Requirements : Windows Computer, iOS device, Android Device
Operating System: The 32 or 64-bit version of Windows 10 or Windows 8.1
Browser: Microsoft Edge, Mozilla Firefox, Google Chrome
For more information on system requirements or assistance with the portal, please contact your Miller Cooper representative.