Private Login
ClientView Live allows us to share information with you, our client, in the most secure and timely manner possible. As a client, you are able to access your portfolio reports, billing statements and other wealth planning documents that we maintain on your behalf (i.e. tax returns, estate planning documents, insurance policies, etc.). In addition, you can access the latest D. L. Blain & Co. communications including The DLB Bulletin and Financial Focus. Finally, ClientView allows you to send and receive messages to and from us.
We are confident you will find value in having all of the latest information from D. L. Blain & Co. in one place. And best of all, you can access this information at your convenience according to your schedule. We encourage you to use this service to the fullest extent. At D. L. Blain & Co., we are committed to leveraging the latest technology to ensure we deliver the highest level of client service possible.
