Client Portal

Secure Client Portal

Easily submit your important files through the form below. Rest assured, your documents will be sent directly and securely to us for prompt review. If you have any questions or need further assistance, please don’t hesitate to reach out.

By accessing the secure website, please take notice that you acknowledge and agree to the following:

This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced upon the site. Such offers can only be made where lawful under applicable law. The services and information provided through this site are for personal, non-commercial use and display. Traverse Meridian Group does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Traverse Meridian Group does not, and this site does not, intend to render tax or legal advice.