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Topic of the Month

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Oppenheimer at Your Fingertips

For our first installment of Money Topic of the Month, we start with the basic step of account access. While we are only a phone call or email away, please note below other ways to access account information.


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Register for Client Access

Get account information, retrieve statements & tax documents (available soon!), sign up for eDelivery, send us secure emails through the Message Center and more!

Email Morgan to get your registration email

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Download the Mobile App

Using your Client Access username & password (must register for client access first), the Oppenheimer mobile app retrieves account information on the go. Available for iOS & Android, you can find it in the app store under “Opco Client Access Mobile App”.

Download here

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Consider Portfolio Access

The Oppenheimer Portfolio Access Account offers a simple cash management solution. It combines your brokerage account with the convenience of a checking account and the earning power of a money market fund. Through features including check writing, debit cards & automatic bill payment, the Portfolio Access Account is designed to give you easy access to your money.

Client login

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Protecting Your Accounts & Your Privacy

Keeping your personal information safe is a top priority for the entire team at Oppenheimer. This installment of Money Topic of the Month highlights the protections Oppenheimer provides on an ongoing basis.


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Cybersecurity at Oppenheimer

Oppenheimer has taken great strides to consolidate, enhance, manage, and proactively review its Cybersecurity policies, standards, and procedures. Oppenheimer’s Cyber Security program works to protect the privacy information of our clients and protect the confidentiality, integrity, and availability of Oppenheimer’s systems and data.

Read more about how Oppenheimer is protecting you

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Keeping Your Assets Safe

Oppenheimer and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

Read more about how Oppenheimer is protecting your assets

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Authorization Form to Release Your Information

In order for us to share your account information with your attorney, tax advisor, etc. it is required for you to complete an authorization form. This is particularly important as we are in the midst of tax season and may need to provide tax documents to your CPA. The form is attached here for you to complete & is also available via DocuSign.

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