Yellow Cardinal Client Portal

 

Welcome to the Yellow Cardinal Client Portal, your comprehensive wealth dashboard. View your investment accounts, holdings, performance, and more in one easy-to-access location.

Not a client? Connect with us Sign in to client portal


All the things you expect

From interactive charts with market data to your personal holdings, the Yellow Cardinal Client Portal does it all. Your account performance, transaction history, and document vault are at your fingertips.


Everything you need

You’ll have quick and easy access to your team. You can also manage a custom watchlist and view a variety of current market data.


And, access to Yellow Cardinal insights

View our latest Yellow Cardinal market commentaries and get the latest industry news and insights from a trusted source. 


Your financial plan quickly and easily

Check the progress toward your goals and view the bigger picture of your financial plan. Don’t have a financial plan? Our skilled and knowledgeable advisors can help. 

Start your financial plan with an advisor


See the full picture

With the Client Portal you can track your net worth and see where you stand for your long-term goals. 

Frequently asked questions

The Yellow Cardinal Client Portal allows you to view all your account information in an easy-to-navigate platform. Note: eligibility for access may vary for Trust accounts. Please contact your account officer or coordinator for specific registration steps.

No. If you are a Yellow Cardinal client, access to the portal is free.

Yes. If you are also a First Financial Bank client, you will continue to access your account information using the Online Banking tool.

If you need assistance with the Client Portal, please reach out to your Wealth Advisor or send an email to portal@yellowcardinaladvisors.com.

Select the Forgot Password button on the sign-in screen and follow the instructions to reset your password.

Multi-factor authentication (MFA) is an added layer of security that helps us validate your identity each time you log in.

After setting up your account, you will be asked to choose a method of verification (by phone or email) and will have to enter the answer to a selected security question. After that question is answered correctly, a 6-digit code is sent. Once you receive the code, enter the value in the dialog box to proceed to the dashboard.

We would be happy to connect you with a Wealth Advisor to get started. Please fill in your information on the contact page and we will promptly respond to begin the conversation.