Investment Portfolio Management

Client Login

Click here to view your account on New users should be prepared to verify your name, the last 4 digits of your Social Security Number, your date of birth and select security questions.

Please call your Adviser Investments Client Service Representative at (800) 492-6868 if you would like assistance setting up online access to your accounts on We are also happy to help you with questions about site navigation or if you encounter any issues logging in.


Adviser Investments in the News:

Airline stock soars on OPEC news

Jim Lowell, Chief Investment Officer at Adviser Investments, has Thursday's Market Analysis.

Fed minutes suggest rate hike in June

Megan Higgins, Manager at Adviser Investments, has Wednesday's Market Analysis.

First look at Trump's budget proposal

Ryan Christensen, Account Manager at Adviser Investments, has Tuesday's Market Analysis.