Client Resources

Group of Business people or Accountant checking finance data document for investigation of corruption account at meeting room.

Stay connected to your PMCH team and financial tools, anytime, anywhere. Our secure portals make it easy to view documents, transfer data, and manage your financial information on your terms.

Account Access & File Upload

PMCH Client File Upload

This is our primary upload dropbox. You can share documents securely.

UPLOAD FILES

PMCH Client Portal Access

This portal is for accounting/tax/legal use only and not available for wealth management use.

PORTAL LOGIN

PMCH Wealth Advisors

Investment Clients Click here to view Avantax Accounts

This is our portal for PMCH Wealth Advisors. Login here to gain access to Sharefile.

pay my bill online

Pay your PMCH bill quickly and securely.

PAY ONLINE