Access Your Managed Accounts

Assetmark Log On Help:

  • Contact us to request an email invitation be sent to you from
  • You follow the link in the email to
  • You follow the prompts and selects a new username and password
  • Once you are in you will need to go to the bottom of the page and set up your document delivery preferences and select “confirm” or “no thanks.”  If you don’t do this you will not see the whole site.

PARTNERVIEW – Used to see all non-AssetMark accounts:

To get access to a consolidated view of your non-AssetMark accounts, please give us a call to have an email sent to you for registration.  You’ll follow the prompts in the email to create your login.  Once you’re set up you can use the following link to get in.

Once in –

If you have a spouse with non-AssetMark accounts you’ll want to change the Portfolio from Combined Account to the dropdown selection with your names in it, then hit “Go”.

You can change the Report/Package to any option in the list and hit “Go” for that report.

You can export and data to Excel by selecting “Export”.


The above links are provided for your information only.  As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.