We strive to communicate with you quickly and accurately and with full transparency. Choose from the list below to access your accounts.
DVI Client Portal
- From desktop / laptop – Click on the Client Login button in the navigation bar at the top of your screen.
- Smartphone / tablet – Select the Mobile Icon on your device (see “How to Add a Mobile Icon to Your iPhone” below).
Setup and Questions:
If you have any questions or would like to set up access to the DVI Client Portal, please contact AnneMarie Brinton at firstname.lastname@example.org or Amy Cowen-Walden at email@example.com or by calling 309-685-0033.
Our top priority at DVI is protecting the information our clients entrust to us. We encourage you to familiarize yourself with the DVI Client Portal Security Overview and please call 309-685-0033 or 800-332-5944 with any questions or concerns.
Helpful Hint Guides:
- DVI Client Portal Overview
- How to Connect Accounts to Your DVI Client Portal
- How to Add a Mobile Icon to Your iPhone
- DVI Client Portal Mobile Site Overview
- Using 2-Factor Authentication
- Data Aggregation Guide
Your custodian statements and tax documents can be downloaded at:
Scheduling a Meeting
Click here or call 309-685-0033 (Peoria) or 407-622-5133 (Winter Park) to schedule a meeting with one of our team members.