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Welcome to the Watkins Meegan Client Portal, where you can get your financial information from the convenience of your desk, your home, or anywhere with an internet connection.

 

The Watkins Meegan Client Portal uses the power of the internet to let you access or submit your information directly through our website.  (If you’ve ever checked your banking information or personal investments online, then you’ve accessed a portal – it’s that simple.) 

  • Convenient – Access or upload your information 24/7, from anywhere you have an internet connection.
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  • Secure – Enter your password-protected portal and securely access documents and exchange information with our firm.
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  • Fast – Within minutes you can access or upload files and data.

When you use the Watkins Meegan Client Portal, you can be assured that your software and data are in the most secure location available – a Class-IV, IBM-certified data center, one of the 20 largest data centers in the world.  The data center takes every precaution to guarantee the safety and integrity of your data.

 

Sign up today!  To learn more or to sign up, contact your account executive.