Oak Harvest Portal Tutorial

Welcome to your Oak Harvest Client Portal. To gain access, visit our website and click on Client Login at the top right corner of the home page. This will open a new window in your browser, prompting you to use your established login credentials to gain access to your personal portal.

Once you have successfully entered the portal, you will see three icons in the left margin of the home page. The first icon details your Oak Harvest Managed Accounts. The second icon provides a brief Overview of Your Retirement Success Plan. For further details and to explore features, click the Access Plan Detailed button at the upper right of that page.

The third icon is the Document Vault. Here you can view Oak Harvest monthly performance statements, custodial monthly statements, as well as historical tax reports.