To view your account online, please click on the button below:
To use our financial planning tool, please click on the button below:
With ClientView Live You Can:
- Send messages directly to Sightline via the secure, private, ClientView Live portal.
- View account statements, financial planning and estate documents and reports online using a simple, secure, process.
Please contact us at 860.448.0611 if you would like to receive credentials to access the portal.
The links above are provided as a convenience. By clicking these links, you will be leaving the sightlinewealthadvisors.com website and visiting the respective third party website.
While Sightline does contract with these third parties, Sightline does not control these websites and you agree to use these links at your own risk. Please be aware that Sightline is not responsible for the content of third party websites linked to Sightline nor are we responsible for the privacy policy or practices of third party websites. Should you decide to visit these third party websites, we strongly encourage you to review and become familiar with that website’s privacy policy.