Client Center

Welcome to the SOL Client Center, designed to provide timely information with ease. Now you can access your financial information online, anytime, from anywhere. Our secure, state-of-the-art platform offers personalized access to the following features:

  • Your portfolio holdings, as of the close of the prior business day, with quotes updated every 20 minutes during market hours for non-mutual fund securities.
  • Performance and appraisal reports of your accounts.

To log in, please click on the “Login” tab. If you are a new user, please contact us and we will create a personal Login ID. We will contact you when your account has been activated.