Account Access Guide
To access your account, go to the Baker Boyer homepage (www.bakerboyer.com). On the right-hand side, tap, click or scroll your mouse over “Login” and then tap or click “Portfolio Insights.”
This will take you to a login page where you can enter your username and password. If you do not recall your account credentials, or should you have any other questions, please reach out to your Baker Boyer advisor for assistance.
Navigation Guide
When the portal is launched, your initial login will look similar to this. To find out details about each account, use the below navigation guide:
Document Vault Guide
To access statements and/or create your own folders for file upload, use your document vault:
