Clients Only
Welcome to the STRIDE Financial Secure Portal
https://main.yhlsoft.com/auth/users/webportal/stride
NOTICE OF PROTECTION OF CONFIDENTIAL AND PROPRIETARY INFORMATION
The STRIDE Financial website contains confidential information which is proprietary to STRIDE Financial and STRIDE Investments (“STRIDE”). STRIDE Financial provides access to our proprietary portal only after a client has signed a Client Portal Agreement with one of our licensed advisors. Access or use of any part of this website or any information contained herein, in any form, is limited to licensed STRIDE advisors only and is governed by specific license agreement provisions. Any other access, use or unauthorized disclosure is strictly prohibited.
Technical Assistance
If you require technical assistance, please contact our Client Service team at
(312) 767-9059 or clientservice@stridefinancialadvisors.com
Everplans – client only access
A leader in Estate Planning solutions, Everplans is a complete archive of everything your loved ones will need should something happen to you. The platform allows our clients to securely store wills, passwords, funeral wishes, and more in their own secure and shareable vault.