Access Your Account Online

We are pleased to extend to you online account access via a personalized Client Portal website.

It’s a convenient, flexible resource that can be used to monitor your positions, balances and account history on a daily basis. Simply click on the button below to be taken your personal portal.

access your account online

NOTE: When you click on the above button you will be leaving the Independence Advisors website and will be taken to a third party website.

If you have questions you can:

  • Call us at (610) 695-8070 or (800) 588-1732. We would be glad to walk you through the site or answer questions regarding your accounts.
  • You may also consult a user guide by clicking “Help” in the upper right corner of the portal screen, or by clicking here.

Thank you for your continued trust and confidence.

We'll Help You Achieve Freedom From Financial Worry.

With our team on your side, you can be confident that you're getting only the advice and  guidance that will best enable you to fulfill your financial and personal goals.

Still have questions? We'll help you find the answers you're looking for »