OUR secure portal

Our Client Portal is a secure means of sharing documents and paying your invoice.  Our portal is a full-spectrum FINRA and HIPAA compliant technology using 256-bit data encryption, with SSAE16 AND SOC II certifications.

You also have the option to enable multi-factor authentication, giving you peace of mind knowing you are the only person with the keys to your account.

Resetting Your Portal Password

If you need assistance with your Client Portal, e-mail us at: info@kdpadvisors.com, or call us at: (541) 773-6633 in Oregon, (208) 373-7890 in Idaho.