Keeping You Digitally Connected
The Oxford Eye Portal was developed to provide clients with quick, easy and secure access to their investment information. In August 2020, the Oxford Eye Portal app was launched to provide clients an enhanced ability to stay digitally connected on the go from their smartphone or tablet. From the app’s interactive dashboard, you can get investment information including:
- Current investment value
- Portfolio allocation
- Current and historical investment performance
- Consolidated holdings
- Transactional data
- Private market investments
- Capital calls and distribution information
- K-1s and 1099s
- Agendas and meeting materials
- Custodial account and tax statements
- Articles and insights from Oxford’s subject matter experts
With dual factor verification, the app ensures the highest level of industry standard security so you can access the information you need from anywhere, safely and conveniently.
One of the most exciting features of the app is the ability for users to access the secure Document Vault. The Document Vault provides a confidential way to store custodial account statements, tax statements and Oxford documents and reports. Important meeting-related documents can be easily uploaded to the Document Vault to support virtual meetings with members of your Client Service Team. You can also grant access to key documents to your advisors and/or CPA, if you choose.
We believe that a strong client experience is essential to maintaining a collaborative working relationship. The Oxford Eye Portal app provides a direct way to connect with members of your Client Service Team by phone or email.
In the midst of a pandemic that kept many of us at home for an extended period, we recognized the importance of launching this app to provide our clients the maximum level of accessibility from anywhere. We encourage you to visit the App Store or Google Play store and search “Oxford Financial Group, Ltd.” to download the app to your mobile device. Use your current username and password to log into the client portal. Please contact your Client Service Team with questions or password support.