Client Resources

We strive to communicate with you quickly and accurately and with full transparency. Choose from the list below to access your accounts.

Disclosures

Form ADV Part 2A and Part 2B
Form CRS (Client Relationship Summary)

DVI Client Portal

Access:

1.  From desktop/laptop - Click on the Client Log-in button in the navigation bar at the top of your screen.
2.  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 abrinton@dviinc.com or Amy Cowen-Walden at amy@dviinc.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:

1.  DVI Client Portal Overview
2.  How to Connect Accounts to Your DVI Client Portal
3.  How to Add a Mobile Icon to Your iPhone
4.  DVI Client Portal Mobile Site Overview
5.  Using 2-Factor Authentication
6.  Data Aggregation Guide

Custodian Accounts

Your custodian statements and tax documents can be downloaded at:

SchwabAlliance
TDAmeritrade
Bright Directions

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.

Other Client Resources

2021-2022 Tax Planning Guide