Get to Know Your Bragg Client Portal

Where do I find the Bragg Client Portal?

From the Bragg Financial website, click on the link for Bragg Client Portal at the top of any page.

What are my login credentials for the Bragg Client Portal?

If you are an existing Bragg Client Portal user, your login credentials will remain the same from one version to the next. If you need help logging in, or if you do not yet have a portal or login credentials, contact the front office or your Bragg Financial team for assistance.

How do I get the new mobile app?

The previous mobile app will no longer work after the November 2026 transition to our new client portal.

A new cross-platform mobile app will replace the old app, ensuring you’re always using the most secure, up-to-date version, with no app store download required. To get started, simply log in to the Bragg Client Portal in the browser on your mobile device.

When you log into the Bragg Client Portal using the browser on your mobile device, you will see a prompt to “install our app.” Simply follow the steps shown on your screen. Repeat on each mobile device where you want to install the app. Steps may vary slightly depending on device and your personal settings.

Install the mobile app on iPhone / iPad / iOS

Click Continue in the Install our app bar at the bottom of your screen to view the installation instructions on your device.

1. Press the Share icon.
2. Choose Add to Home Screen. Note that this option might be under View More.
3. Press Add to finalize, making sure that Open as Web App is selected.

Images shown are for reference only and may vary depending on your device and your version of iOS. Click image to enlarge.

Install the mobile app on Android

1. Click Continue in the Install our app bar at the bottom of your screen.
2. Press Install on the Install app dialogue box that opens.
3. Depending on your device settings, you may be asked if you want to add it to your home screen.
4. Find the app either on your home screen or in your app tray.

Images shown are for reference only and may vary depending on your device and your version of Android. Click image to enlarge.

Where do I find my documents?

The main menu includes a link to Documents and appears either on the left side or bottom of your screen, depending on your device. Here, you will find quarterly performance reports, tax documents, custodial documents from Pershing and Schwab, documents you have uploaded, and more.

• Your documents will open to the Recent documents folder.
• Select Folders to access the following:
  • Quarterly Performance Reports
  • Schwab Monthly Statements, if your accounts are custodied with Schwab
  • Tax Documents
  • Any custom folders you had in the previous client portal.
• Other Files only includes files that are not sorted into another folder.
• If your accounts are custodied with Pershing, Pershing Documents will contain folders for Statements, Trade confirmations, Tax documents, and Notifications. Choose an account and date range or tax year to view these documents.

Find account documents in the Bragg Client Portal. Click image to enlarge.

Why should I use the Bragg Client Portal?

Pershing and Schwab are the custodians of our clients’ investment accounts and both custodians offer online access to account holders. Their online access is akin to logging onto your bank account. Clients can view in-depth details about their financial accounts or groups of accounts. The Bragg Client Portal is complementary to your Pershing or Schwab access.

The Bragg Client Portal provides a detailed view of your accounts held with our firm, with an in-depth historical perspective. It offers a customized view of your accounts, updated daily with data from each custodian. Here are some reasons that we prefer the Bragg Client Portal over the custodians’ sites:

• The comprehensive view on your opening screen offers a snapshot of your consolidated accounts, including overall Account Balance, Net Investment Gain, Net Returns, Portfolio History, Net Flows (money in and out) and more.
• In-depth views of Asset Allocation, Account Performance, and Holdings.
• Document posting and storage.

How do I get a Bragg Client Portal?

If you don’t currently use the portal but would like secure, online access to your account information and documents, contact the front office or your Bragg Financial team and we’ll be happy to help you get started.

Note: The online tools and reports outlined in this article are specific to clients of Bragg Financial. However, we believe all investors should have an understanding of, and access to, the information described here. Reach out to your advisor if you have questions about where to find this data for your accounts outside Bragg Financial.