Account Access
Orgel Wealth Management believes that clients should have access to account information whenever a question arises. Clients can view account information using Orgel Wealth Management’s Online Client Portal and the online access provided by the custodian for client assets, Pershing LLC.
Orgel Wealth Management Online Client Portal
Orgel Wealth Management provides clients access to an online Client Portal that offers customizable portfolio performance reports, easy access to account information, and a secure platform to review electronically delivered statements. Clients interested in establishing an Orgel Wealth Management Client Portal should contact their Relationship Manager or a member of our Client Service Team for assistance in creating an account.
Please click continue below to be directed to Orgel Wealth Management’s Client Portal login.
Continue to Orgel Wealth Management’s Client Portal login.
Pershing LLC Online Account Access
The custodian of Orgel Wealth Management client accounts, Pershing LLC, also provides online account access that allows clients to view account information, verify certain transactions, and access account statements.
Please click continue below to be directed to Pershing’s account access login.