Portal is a web-based application used for secure file transfers and continued access between Lumsden McCormick and our clients. For a client, Portal is a web-based interface that only requires the installation of Microsoft Silverlight for use.
Your Portal User ID and login information will be provided via email. All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of time in accordance with Lumsden McCormick record retention and portal use policies.
For more information, please refer to our User Guide for Client Portal
New regulations require additional identification to eFile in New York State this year. Please include this information when you submit your tax organizer.
**It has come to our attention that after the latest update to CCH Axcess Portal some clients are having trouble viewing or downloading files that have been uploaded to their portal. We have determined that your browser’s pop-up blocker needs to be disabled while accessing the portal interface.
Download instructions here on how to disable the pop-up blockers for various browsers.
For questions regarding the client portal please contact us.
To send confidential documentation to Lumsden & McCormick Financial Services, LLC please send all correspondence directly to your financial advisor.