COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.
Beaird Harris offers two secure online client portals.
Wealth Management Client Login
The WealthGuide app provides an intuitive portfolio dashboard, document vault, interactive reports and more – all in a secure and easy to use website or app (available on the Apple App and Google Play Stores).
The tax and accounting client portal provides an intuitive interface to upload, browse, view, and download documents. You can also securely upload your documents directly to your tax advisor via SafeSend.
As a client of Beaird Harris Wealth Management, Inc. (“Beaird Harris”), and by selecting the “I Agree” button, I agree to access the Beaird Harris client portal (“Portal”). I acknowledge this Portal access will allow me to review certain investment-related and tax information related to my account(s), and that this Portal access is intended only for my personal use. This Portal access will terminate if I am no longer a client of Beaird Harris, or if I notify Beaird Harris that I seek to terminate this Portal access in writing. I agree that I am responsible to maintain the security of my login credentials to the Portal, and therefore I agree to release and hold Beaird Harris harmless from any adverse consequences based upon my failure to secure the login credentials, or for any breach of login credentials that does not emanate from Beaird Harris’s actions or inactions. While information presented is believed to be factual and up-to-date, Beaird Harris does not guarantee its accuracy and it should not be regarded as a complete analysis. Due to various factors, including the date information is posted and changing market conditions, the information posted may no longer be reflective of current positions. I therefore acknowledge: information on the Portal does not serve as the receipt of, or a substitute for, personalized advice from Beaird Harris or from any other investment professional; I should not use any Portal content as the sole basis for any investment decisions; and I should compare any statements or related information available on the Portal to account statements received from the applicable account custodian.
As a client of Beaird Harris & Co., P.C., by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Beaird Harris’s internet web site. I understand that my participation will allow me to review certain tax-related information published by Beaird Harris. This password-protected access is made available to clients of Beaird Harris free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site 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 Beaird Harris harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.