Client Portal

With the P&A Client Portal, you can securely:

  • View performance, holdings, activity, realized gains, and more.
  • See past quarterly reports and other documents in the Vault.
  • Aggregate outside accounts.
  • Track your financial plan progress.
  • Contact P&A team members.

With an active client portal, you can access the Pittenger & Anderson app!

Get the same functionality and information that the portal offers via the P&A app on your phone! Download your version today!

Since 1995, we have existed for one help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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