MyCenter Portal

From Centerpoint Advisors

The Reporting and Storage to Simplify Your Financial Life. 

Aggregated Reporting

Access a snapshot of your complete net worth 365 days a year, 24 hours a day. 

Secure Document Storage

Safely and securly store estate planning documents, insurance policies and more.
Providing Complete Transparency and Convenience

MyCenter Portal:

Aggregated Reporting and Secure Document Vault

Through this portal, clients will be able to see the asset allocation of not only those accounts held through Centerpoint, but also those managed by other advisors, to provide a true portfolio snapshot for the individual or family.  The portal also includes a secure document vault to safely store estate documents, insurance policies, and other important personal information.  For more information about MyCenter, contact Compliance Analyst and Project Manager, Matthew Okaty.

Shareable Access


Aggregated Reporting of your Entire Portfolio


Secure Document Storage


24 Hour Access to Important Information


Goal Setting

With access to all of your investment accounts, you will be able to see if you are meeting your targets any time, any day.

Family Organization

Our team can personalize view to make the portal fit your needs.  Family members will each have their own log-in credentials.

Planning For Loved Ones

Store your own estate documents, and  those for which you are named executor, trustee, or personal representative.

Security First

The MyCenter System has been vetted against the strongest industry standards for your protection. 

What Is MyCenter Portal?
Who is it For?

If you are still curious about whether the MyCenter Portal is right for you or your family, take a moment to watch this short video or contact Matthew Okaty to schedule a demonstration.