Enhanced Client Portal and KF Advisors App

“Excellent firms don’t believe in excellence – only in constant improvement and constant change.”
—Tom Peters, author of In Search of Excellence

At Klingenstein Fields Advisors (KF Advisors), we are always searching for ways to help us improve and better serve you. As part of this continuing effort, we are pleased to introduce our enhanced client portal and new KF Advisors app.

We encourage you to take a look at the portal by clicking here or you can go to the Client Login from the KF Advisors website. Once on the portal, set up your new account access via the following steps:

Use your personal email as your User ID
Click on “Forgot Password” to get a temporary password
Once you have logged in, set up a new password

To get the KF Advisors app, please go to Google Play if you have an Android device, or the App Store for Apple devices, and search for “KF Advisors.” Once you have installed the app, use the same User ID and Password that you are using for online access, to log in to the app.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.