• History
  • Services
  • Team
  • �
  • News
  • Contact
  • Login


Client Login
Please enter your user name and password to login:
    
        
      Click here to have a temporary password sent to you.
 
 
For assistance, please call 800.345.9551 and request to speak
with a member of your investment group, or dial them directly.
  • Privacy Notice
  • Terms & Conditions
Back
to Top

Copyright 2016 Veritable LP.  All Rights Reserved. Website Design by Push10

Welcome to the Client Website
for Veritable, L.P., ( "Veritable").

The information contained in this Client Website ("Website") is being furnished on a confidential basis solely for the information of the person to whom electronic access has been given by Veritable and may not be reproduced or used for any other purposes. You have received a password to access this Website. You must keep your password confidential and may not share it with any third party. You and the entity you represent are responsible for maintaining the confidentiality and security of your password, and each of you agrees to notify Veritable of any actual or suspected loss, theft, or unauthorized use of your password. By clicking "agree and consent," you and the entity you represent agree to strictly maintain the confidentiality of all Website Data, and agree to take ordinary and reasonable precautions to maintain such confidentiality so that Website Data is not divulged to any third party. If you or the entity you represent has otherwise entered into a confidentiality agreement with Veritable, the terms of such confidentiality agreement shall be in addition to these terms, and such confidentiality agreement shall not be superseded by this agreement. By clicking "agree and consent," you represent and warrant that you and the entity you represent have full authority to enter into and fully perform the obligations described in this agreement. You and the entity you represent further agree to indemnify, defend, and hold Veritable and its agents and employees harmless against any and all suits, damages, losses, claims, demands, liabilities, costs, and expenses arising from your use of this Website or your breach of any of the terms of this agreement.

Please be aware that the past performance of any investment, investment strategy, or investment style is not indicative of future performance and that all dated content accessible from this Website speaks only as of the date indicated. Nothing in this Website shall be construed as investment advice or as an offer or solicitation to buy or sell any security.

Veritable makes reasonable efforts to ensure that this Website is secure, but we do not guarantee its security and disclaim all liability for damage or injury caused by the performance or failure of performance of all or any portion of this Website, including the security features.

This agreement shall be governed by and construed under the laws of the state of Delaware, without regard to its choice of law rules. By clicking "agree and consent" on the Veritable Client Login Webpage you consent to the jurisdiction of the state and federal courts located in San Francisco, California and agree that any dispute hereunder will be brought exclusively in such a court. If any provision of this agreement is held to be invalid or unenforceable, that provision shall be enforced to the maximum extent permitted by law and the remaining provisions of this agreement shall remain in full force and effect.

cross It appears that your web browser is not configured to display PDF files.
Please close this window and click on the Adobe Download link.