New Client Experience Portal

With your experience in mind, the Emprise Wealth client portal is being completely overhauled with major enhancements including the convenience of a mobile app. The new client portal will provide you a streamlined experience and access to these new features and much more:

• Securely manage and share important files using a document vault
• Easily connect external accounts for a comprehensive view of your entire portfolio
• Conveniently contact an Emprise Wealth team member directly from your dashboard

With the new client portal, you’ll be able to stay connected to your financial life like never before!

Your new client portal will be available on January 8, 2024. On January 8, you’ll receive an email from us with everything you need to successfully set up your access and start enjoying all the new features.

Other than looking forward to a better experience, you don’t need to do anything right now. Closer to January 8, we’ll send you everything you need to set up your access to the new online portal. There will be a transitionary period from December 29, 2023 through January 7, 2024 where you will not have login access to the current online system. We appreciate your patience during that time and know you'll find the new experience worth the wait!

The Wealth Team is happy to answer any questions you may have. You're welcome to reach out directly to one of our Wealth Team members and you can also send a message to emprisewealth@emprisebank.com.