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About Client View
Convenient & Safe Online Access

We've partnered with Tamarac, a leading online service provider dedicated to independent investment advisors. Located in Seattle and founded in 2000, Tamarac employs state-of-the-art technology and is SAS 70 II and SSAE-16 Type II compliant. This means your data is safe and redundantly backed-up. Learn more about Tamarac by visiting them at www.tamaracinc.com.

While Tamarac is responsible for maintaining the infrastructure and security behind your Client View, we are responsible for the accuracy of your data and the content you ultimately see. We'll never outsource our customer service. Therefore, if you have a question or run into a problem while using Client View, simply give us a call. Forgot your password? You can reset it yourself online or call us to get it fixed. As always, if you have feedback or would like to see something different, please let us know.

Why Client View?

Our goal behind offering Client View is to make your life easier:

  • Access your account information at any time of day in an easy-to-read format.
  • Run reports such as Account Performance and Capital Flows.
  • Securely send and receive sensitive documents that shouldn't be sent by email.
  • Go completely paperless! Receive reports electronically.
Safety Tips

As a rule of thumb, it's best to follow these few simple guidelines for safe usage:

  • First you'll receive an email with a temporary password, which you should change.
  • When creating a password, don't use common words that can be linked to you.
  • Include uppercase, lowercase, and numeric characters in your password.
  • If you receive an email that looks suspicious, don't click on any links.
  • Always access your Client View by visiting our website or via your own bookmark.
  • We will never email asking for your password. If you get such an email, call us!

 

Direct Access to Your Schwab Information

For those clients with assets custodied at Charles Schwab, you may access your Schwab accounts via the link below. Please keep in mind you are now leaving the Evanston Advisors website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website.

Schwab Login    You Are Leaving This Site

Schwab is a registered broker-dealer and is not affiliated with any advisor(s) whose name(s) appear(s) on this website. Evanston Advisors is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Evanston Advisors provides investment advisory services for your account. Schwab has agreements with Evanston Advisors under which Schwab provides Evanston Advisors with services related to your account. Schwab does not review the Evanston Advisors website and makes no representation regarding the content of the website. The information contained in the Evanston Advisors website should not be considered to be a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

 

Direct Access to Your Fidelity Information

For those clients with assets custodied at Fidelity, you may access your Fidelity accounts via the link below. Please keep in mind you are now leaving the Evanston Advisors website and will be entering the Fidelity & Co., Inc. ("Fidelity") website.

Fidelity Login    You Are Leaving This Site

Fidelity is a registered broker-dealer and is not affiliated with any advisor(s) whose name(s) appear(s) on this website. Evanston Advisors is independently owned and operated. Fidelity neither endorses nor recommends any particular advisor or investment strategy. Evanston Advisors provides investment advisory services for your account. Fidelity has agreements with Evanston Advisors under which Fidelity provides Evanston Advisors with services related to your account. Fidelity does not review the Evanston Advisors website and makes no representation regarding the content of the website. The information contained in the Evanston Advisors website should not be considered to be a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.