Elements Client Portal

Here you can setup your Element's client portal or login as a client in to their portal. To manage your client logins use the 'Client Logins' app.


You can use one of our in-house domains for your client portal, or you can use your own domain. To use your own domain, enter it in the URL box above, and then have your hosting provider setup a CNAME record for your domain pointing to client.myinvestmentoffice.com. (Just copy and paste that last sentence and they'll know what to do.)

App Name:
App Color:

View app installation instructions for: iPhone, iPad, Android, Android (Method #2)

App Icon
Portal Logo