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Client Login

HD Vest currently offers two client logins with different features.

For the most comprehensive picture of all of your accounts, secure messaging capabilities, file sharing with our office and access to online documents, we recommend using the ClientConnect Login below.

To manage the mailing of statements and other brokerage documents to your home, please use the HD Vest Access Online link.

HDVest ClientConnect is your online portal to view your HD Vest accounts, statements and more.  Login below to enjoy:

  • Access to your account information on any device – for ALL of your accounts
  • Secure messaging and file sharing between you and your Advisor
  • Electronically share access to your account(s) with fellow accountholders without completing additional paperwork
  • Online access to paperwork like statements, trade confirmations, tax documents, and quarterly performance reports
Please note: Your Advisor must grant you access before you can register on the site.  Please contact Jack Murad or Donna LeBlanc for more information.


 Access Online

With HD Vest Access Online, you’ll have access to your brokerage account information including:

  • Real-time account information
  • Historical statements
  • Tax documents
  • Control of delivery of statements
  • Confirmations