Client Login

Here you can find a variety of websites and services that offer greater flexibility and more hands-on management of your investments and engagements.

BKD SecureMail

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BKD’s Secure Method for Communicating

At BKD, we always strive to provide the best possible experience for our clients. That includes easy and secure communication—and that’s the purpose of BKD SecureMail, a simple method to send and receive encrypted email and attachments to and from BKD professionals.

When a BKD advisor needs to send you information that’s confidential or private, the SecureMail system makes sure your information is encrypted. The system is ideal for a variety of types of information:

  • Financial data
  • Protected Health Information (PHI)
  • Personally Identifiable Information (PII)
  • Any other information that could be considered sensitive

We encourage you to watch the video above and read our BKD SecureMail User Guide to learn more about this valuable feature. If you need additional information, please contact your BKD advisor.

 

BKDconnect

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Our New Online Client Portal

With audit and other financial engagements, organizations spend a significant amount of time preparing schedules, gathering documents, collecting reports and reconciliations and responding to questionnaires. At BKD, we understand that in today’s fastpaced business environment, it’s about doing more with less—and effective teamwork is one way organizations can reduce the time spent on gathering and preparing this information.

That’s why we’ve developed BKDconnect, an innovative client portal designed to help your team manage these processes and connect with BKD advisors. BKDconnect helps you meet the unique challenges financial engagements present. And we’re confident that you’ll appreciate all it has to offer, because we built it with the help of our clients.

Here’s how it works. Before the start of your engagement, we post our questionnaires and other related documents on a BKDconnect website, prepared specifically for your organization, where all of our requests can be reviewed and completed.

A Simple Process

BKDconnect makes it easier to:

  • Upload, share and organize documents and files
  • View and manage engagement information and requests
  • Assign specific tasks to your employees and track progress
  • Manage engagement calendars to better handle impending deadlines
  • Implement role-based access for increased security
  • Connect with BKD engagement advisors

In short, BKDconnect improves communication, saves time, limits disruptions and keeps you connected to your trusted BKD advisors.

To learn more about BKDconnect, contact your BKD advisor.

BKD ClientLink

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BKD’s new ClientLink service gives you an easier and more secure way to deliver financial information to your BKD advisor. It also provides a powerful financial dashboard to help you monitor your company’s financial performance using a wide range of financial metrics. ClientLink’s benchmarking capabilities help you compare your financial trends to others in your industry, size range and geography.

BKD is implementing ClientLink in phases. If your company has an interest in participating in the next phase of our ClientLink implementation, please contact your BKD advisor.

Wealth Advisors Client Portal

As a client of BKD Wealth Advisors, LLC ("Company"), by selecting the "Login to BKDWA Client Portal" button, I elect to participate in the password-protected access portion of Company internet website. I understand my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Login to BKDWA Client Portal

Charles Schwab

NOTICE:  You are now leaving the BKD website and will be entering the Charles Schwab & Co., Inc. (Schwab) website.

BKD Wealth Advisors, LLC (BKDWA) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of BKD, LLP, a certified public accounting firm. BKDWA uses Fidelity Institutional Wealth Services (Fidelity) and Charles Schwab & Co., Inc. (Schwab) for clearing, custody and other brokerage services. Fidelity and Schwab are registered broker-dealers and are not affiliated with BKD, LLP, BKDWA or any advisors whose names appear on this website. BKDWA is independently owned and operated. Neither Fidelity nor Schwab endorse or recommend BKDWA and do not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity and Schwab have agreements with BKDWA under which Fidelity and Schwab provide BKDWA with services related to your account. Neither Fidelity nor Schwab review the BKDWA website. They make no representation regarding information contained in the BKDWA website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.

Login to Charles Schwab

Fidelity Investments

NOTICE:  You are now leaving the BKD website and will be entering the Fidelity Investments (FMR LLC) website.

BKD Wealth Advisors, LLC (BKDWA) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of BKD, LLP, a certified public accounting firm. BKDWA uses Fidelity Institutional Wealth Services (Fidelity) and Charles Schwab & Co., Inc. (Schwab) for clearing, custody and other brokerage services. Fidelity and Schwab are registered broker-dealers and are not affiliated with BKD, LLP, BKDWA or any advisors whose names appear on this website. BKDWA is independently owned and operated. Neither Fidelity nor Schwab endorse or recommend BKDWA and do not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity and Schwab have agreements with BKDWA under which Fidelity and Schwab provide BKDWA with services related to your account. Neither Fidelity nor Schwab review the BKDWA website. They make no representation regarding information contained in the BKDWA website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.

Login to Fidelity Investments

Family Office Client Portal

As a client of BKD Family Office (BKDFO) ("Company"), by selecting the "Login to BKDFO Client Portal" button, I elect to participate in the password-protected access portion of Company Internet website. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Login to BKDFO Client Portal