Log in to your Per Stirling Client Portal to:
- Get an at-a-glance overview of your accounts (including asset allocation and holdings per account)
- Securely upload documents to your Per Stirling advisor
- Download reports, disclosures, and other important Per Stirling documents
You are unable to login to view your Smarsh account from the Per Stirling website. Please refer back to the secure email you were sent and click on the link in the email to access your Smarsh account.
To access even more detailed account data (such as specific transaction information), please visit your particular custodian(s).
Financial Planning Access