CenterBridge Client Portal
Use this first to review your financial picture, view shared documents, and communicate securely with your advisory team.
Client Access
Client access made simple.
Secure, simple, and built around you. Access your accounts, documents, and resources-wherever life takes you.
Mobile Access
Download the CenterBridge App
Take your client portal with you. Review account information, files, and updates from your mobile device.
Additional Account Access
Custodian access
Access your accounts, statements, tax documents, and more directly through your custodian. More options coming soon.
Access your accounts, statements, tax documents, and more directly through your custodian. More options coming soon. Log in
Let's get started.
Buffalo Office
126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Let's get started.
Buffalo Office
126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100