Skip to content

Access Your Account

Click Here to access your new Nvest Client Portal

Nvest Client Portal
Click HERE for detailed instructions on logging in for the first time


IMPORTANT CYBER SECURITY AWARENESS: Cyber threats are up! Please make certain your passwords are at least 15 characters long and consist of numbers, upper- and lower-case letters, and symbols. Never reuse passwords – anywhere you login to an application (email, websites, mobile banking, Nvest client portal) use a unique password. Change your passwords every three months. Always use multi-factor authentication when available. And always store your passwords in a secure vault app that you can buy from your app store.

Learn about best practices when it comes to cybersecurity

Download
×

Detailed Steps:

Creating your Account on the Nvest Client Portal*

1. Locate Your Invitation Email:

Check your email inbox, including spam or junk folder, for an email from Nvest inviting you to the new Nvest Client Portal.

2. Click the Sign-In Link.

Inside the email you will find the Portal URL. Click on this link to begin the portal set up. You will see a temporary password, which you will use to initially sign in with and will then be prompted to change your password after the first log-in.

3. Two Step Verification.

  • The link will take you to a page where you'll be asked to choose whether you'd like a text message or an email sent for your two-factor authentication. Type in the full phone number/email.
  • You will then receive a verification code via your chosen method.
  • Enter the verification code, followed by re-entering the temporary password.

4. Set a new Password.

You will then be directed to a page where you can create a secure password for your account. Please be sure to use a strong, unique password to help protect your account and enhance cybersecurity.

5. Access the Portal.

After setting up your new password, you can access the Nvest Client Portal directly through the provided link or by getting back to the Client Access page of the Nvest website. You can also choose to bookmark the page for easier access.

*If you’re not seeing your account, your account may still require setting up by Nvest.
Please contact us for more information.