Once you receive an email invitation to create a password for your Kinsted Client Portal please follow the below steps. Your ID is the email address you provided on your account opening documents.
*Please note, our portal functions most efficiently when using web browser Chrome, Firefox or Microsoft Edge.
To set up your account, click the ‘Get Started’ hyperlink in the email you received. Once you’ve completed the five fields and your account is created, an account a verification email is automatically generated.
Go to this verification email and select the ‘Get Started’ hyperlink, this will bring you back to the login page where you will enter your email address and the password you created to access your portal. If your accounts haven’t been funded yet, or we are waiting on a transfer from another institution, there will be no data in your portal when you initially login.