Secure Client Login
Direct Portfolio Service Login
Portfolio access is a client-only, secure area of the website for Rochdale clients to track their investment portfolio.
 |
 |
 |
 |
CLIENT RESOURCES |
Click the links below to view our handy online tools and resources.
 |
 |
| Calculators | Key Dates |
 |
 |
| Tax Facts | Trust |
TRUST
Our firm IS very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience our firm for free.
The process is very simple:
Our firm IS very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience our firm for free.
The process is very simple:
- Just create an account here and choose from one of the available TRUST templates;
- Click here to login. You'll be taken to a login page, where you'll be asked to submit some details and create a user name and password for yourself. Your user name can be anything you choose; your password needs to be 6-10 alphanumeric characters.
- As long as your user name is unique across all TRUST users, you'll be taken straight to the TRUST assessment of your choice.
- Once you've finished working through the assessment, click on Logout. We will then send you the report that TRUST generates as a result.
