Helfenstein Financial Portal

Your portfolio, your documents, your markets.

The Helfenstein Financial Portal gives you one consolidated view of the accounts and portfolios you hold at your custodian bank, together with all your documents and current market data.

Your assets stay at your bank — the portal is your window onto them, not a place where money is held.

Sign up for free

What we do for you

  • Portfolio overview

    Consolidated performance across all your holdings.

  • Documents

    Statements and tax documents in one archive.

  • Reporting

    Performance, costs and allocation across all your holdings, explained in plain language.

  • Security

    Two-factor authentication on every login.

Client portal preview

The portal is a window onto accounts held in your name at your custodian bank. It is not a place where money is received or sent. Access is issued after we know you — never through an unsolicited login link.

  • Real-time holdings and performance across your custody accounts
  • Document storage for statements, tax packs and letters
  • Secure messaging with your adviser
  • 2FA
  • TLS 1.3
  • CH hosting

Two-factor authentication on every login · Encryption in transit for portal sessions · Swiss data hosting for portal records.

Request access

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