Portfolio Access

Online Portfolio Portal

Click the link below to view all of your Online Consolidated Reporting, which also has the capability to list Individual Holdings, Transactions, Account History, as well as both account and overall portfolios.

The Online Portfolio Portal includes an iPad Application that can be easily downloaded through the iTunes Store by clicking here or searching keywords Berman McAleer, BMC Planning, and/or My BMC.

Access to this site must be set up in advance of use. Click here to contact us, and we’ll get you started!

Note: Setup will be completed within three business days.

eStatements (Go Paperless!)

In an effort to help the environment and simplify our clients’ lives by minimizing the amount of correspondence you receive by mail, Berman McAleer is pleased to offer electronic delivery for a majority of your investment accounts and alternative investment holdings.

If you are interested in going paperless, please click here to email Deanna Domingue.