client login

We provide our clients with various online tools to allow them to see their financial picture more easily.  
The links on this page are for client use only.  
If you would like more information on becoming a client, please contact us.

TD Ameritrade

One distinct benefit of using a Registered Investment Advisors like HarborLight is that our firm does not hold your investments and money.  Instead your assets are held by a custodian that specializes in safeguarding assets.

HarborLight has selected TD Ameritrade as the custodian for client accounts.

Client Login

ADVYZON

Clients deserve to know how their investments are performing, net of all fees and expenses. Rather than mailing a stack of confusing paper statements each quarter, HarborLight provides our clients with 24/7 access to an online Client Portal to track their performance. We have partnered with Advyzon for our performance reporting due to their clear, elegant interface.

Client Login
Jason Draut, CFP®
info@harborlight.investments
2081 Center St
Berkeley, CA 94704
510-558-8272
Chris Sheehy, CFP®
info_sc@harborlight.investments
101 Cooper St
Santa Cruz, CA 95060
831-291-3843
© 2019 HarborLight Investments