Client Center


Those clients that have AssetMark accounts can view their tax documents here.  You can also use this site to set your accounts to e-delivery.  Click HERE if you need help getting logged in and we will contact you as soon as possible to assist you.


For those clients who were used to logging in via OmniSource, we will have an updated account aggregation option available for you soon. 


Click here to learn more about Cambridge Investment Research.