Our Services

How to Set Up Your TCI Client Portal

The TCI Client Portal is provided to you by TCI Wealth Advisors and Tamarac, our top-of-the-line internal reporting software. This is a secure client portal for you to view information about your accounts, run reports and exchange documents with your TCI Team. The step-by-step instructions below will walk you through how to set your password.  If you get stuck, please respond to the email for assistance.

1.

Check your email for a message alerting you that your TCI Client portal has been activated. The email will be sent to you from TCI@tciwealth.com and the subject will be “Client Portal Login Activated”.

 

*Make sure to check your junk email or spam folder for the activation email and add TCI@tciwealth.com as a trusted contact.

TCI Portal Activate

2.

After clicking the link provided in your email,  you will be directed to a page to set your password. Keep in mind the activation remains active for 72 hours from delivery. If you miss this activation window, please reach out to your Relationship Associate to have the activation email resent.

3.

Follow the steps to SET a new password.  Once your Password has been established your email address will be your user ID.

TCI Portal Password Setup

4.

Establish your Two Factor Security Challenge questions and click “Save”.

Two Factor Authenication

5.

Follow the steps to set up your mobile phone to receive Two Factor codes. First, read and accept the terms of service. Then, enter your mobile phone number in phone number box. Click “Request Code”.  A six digit code will be sent to your mobile phone. Once you receive the code, enter it the box provided and click “Save”. It is not recommended that you skip this step!

two factor mobile phone

6.

Once logged in you will see the Dashboard view of your TCI managed accounts. Your TCI Advisor will review the TCI Client Portal with you at your Follow Up Meeting including; running reports, exchanging documents and other portal features.

Logging in to the TCI Portal

1.

You can access the TCI Portal from our website by clicking “Client Login” at the top menu.

 

2.

After clicking “Client Login” you will be directed to enter your email address and password. *Please note that you will always see the TCI logo at login.

Contact Headshot Image

Let's talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

Your Name

Phone Number

Email Address

Zip Code