Account Access

Duffner Financial Group's secure account system provides state-of-the-art portfolio accounting and investment performance reports. This system allows clients to consolidate and organize investment accounts and generate in-depth reports. Clients can access their accounts anytime from anywhere in the world on our secure web site.


Clients with existing account access: 

Click on the Client Account Access link and log in with your User Name and Password.


First time users:

Step 1: Please call our office at 708-966-4992 and request online access authorization. We will email you an invite with a temporary access code along with instructions.

Step 2: An email titled "Invite for Registration" will come from Please use the link included in the email. A separate email from the same address above titled "Access Code for Registration" will include your personal access code. The access code is only valid for 24 hours.

Step 3: The registration process consists of five easy steps: 1) Choose Investor 2) SSN and access code 3) User Agreement 4) Personal Info 5) Review and Submit. 

Step 4: Once you complete the registration process, we suggest you bookmark our website and feel comfort knowing you may view your account information, anytime from anywhere.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.