Announcements: Introducing the Modera Client Hub App

We’re excited to introduce the Modera Client Hub app. The app will allow you to view your portfolio balance and other key investment reports directly from your phone or tablet. Modera App Download Instructions 

Look up and contact your advisor.

Client Hub

To access your investment portfolio, quarterly reports and commentary, and documents.

Log In

Financial Planning Portal

To view your financial plan.

Log In

Additional Links

Schwab

Fidelity

TD Ameritrade

National Advisors Trust

Modera Tax Center

Client Hub User Guide

Microsoft Teams Instructions

How to Access and Use the Client Hub?

Modera App Download Instructions

Featured Videos:

Proactive 2020 Tax Planning

Informative perspectives on tax planning for 2020, from Modera’s Pete McKenna,CFP®, MBA.

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Time to Update Your Estate Plan?

Informative perspectives on estate planning by Modera’s Dina Megretskaia, CFP®, EA

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