12/03/2026
New Secure Minerds Bell Client Portal
While email is convenient, it is not the safest way for transmitting confidential documents, especially those with personal financial information.
Starting in March 2026, you will receive important financial documents through a new secure adviser portal designed to enhance data security, improve delivery reliability, and streamline document management while reducing paper use.
You will be notified via email when documents are ready and you will be able to securely access, download, acknowledge, and organize records online, facilitating smoother communication with our advice team.
Clients are advised to watch for a welcome email with portal access instructions, keep their email updated, and contact the office for assistance if needed.
We are committed to the privacy and security of your personal information, and providing modern, high-quality advice services through this secure delivery method.
For now, there’s nothing you need to do. When we next send you a document, you’ll receive an email from us, and you can follow the steps to get started.
If you have any questions at all, please get in touch with our team, we’re always happy to help.
The Minerds Bell Team