Client Login

FORVIS clients can use this site to access account documents, benchmarking information or investment data quickly and securely. Here you can find a variety of websites and services that offer greater flexibility and more hands-on management of your investments and engagements.

MyFORVIS

MyFORVIS is the central location for digital interaction with our clients, providing a streamlined account with a single username and password.

Client Payment Portal

Adding to our commitment to deliver an unmatched client experience, FORVIS is now offering an easy-to-use online E-Bill Express payment portal hosted by Wells Fargo. We can accept electronic fund transfers via checking or savings accounts, debit cards, and credit cards from the U.S. only. If you need assistance accessing your account, please contact forvisonlinepayments@forvis.com.

E-Bill Express Payment Portal Video Tutorial / E-Bill Express Manual / Payment Portal FAQ

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FORVIS ClientLink

Already using ClientLink?

FORVIS' new ClientLink service gives you an easier and more secure way to deliver financial information to your FORVIS advisor. It also provides a powerful financial dashboard to help you monitor your company’s financial performance using a wide range of financial metrics. ClientLink’s benchmarking capabilities help you compare your financial trends to others in your industry, size range, and geography.

FORVIS is implementing ClientLink in phases. If your company has an interest in participating in the next phase of our ClientLink implementation, please contact your FORVIS advisor.

FORVIS Private Client – Client Portal (formerly BKD Private Client and BKD Wealth Advisors Client Portals)

As a client of FORVIS Private Client ("Company"), by selecting the "Login to FORVIS Private Client – Client Portal" button, I elect to participate in the password-protected access portion of Company Internet website. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Fidelity Investments

NOTICE: You are now leaving the FORVIS website and will be entering the Fidelity Investments (FMR LLC) website.

FORVIS Wealth Advisors, LLC (Advisor) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of FORVIS, a certified public accounting firm. Advisor uses Fidelity Institutional Wealth Services (Fidelity) and Charles Schwab & Co., Inc. (Schwab) for clearing, custody, and other brokerage services. Fidelity and Schwab are registered broker-dealers and are not affiliated with FORVIS, LLP or Advisor, or any advisors whose names appear on this website. Advisor is independently owned and operated. Neither Fidelity nor Schwab endorse or recommend Advisor and do not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity and Schwab have agreements with Advisor under which Fidelity and Schwab provide Advisor with services related to your account. Neither Fidelity nor Schwab review the Advisor website. They make no representation regarding information contained in the Advisor website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.

Schwab

IMPORTANT NOTICE:

You are now leaving the FORVIS Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

FORVIS Wealth Advisors, LLC (“Advisor”) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of FORVIS, LLP (“FORVIS”) a certified public accounting firm. Schwab is a registered broker-dealer, and is not affiliated with FORVIS or Advisor, or any advisor(s) whose name(s) appears on this Website. Advisor is independently owned and operated. Schwab neither endorses nor recommends Advisor. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Advisor under which Schwab provides Advisor with services related to your account. Schwab does not review the Advisor Website, and makes no representation regarding the content of the Website. The information contained in the Advisor Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

BKD Analytics

BKD Analytics professionals have been developing leading-edge data analytics solutions for years. We can use your data to help you enhance marketing strategies, develop competitive advantages, open up new revenue opportunities, reduce risk, and improve operational efficiency.

BKD Analytics

Time Study

Track time by location and activity and simplify your allocation process for physicians, advanced practice professionals, transplant staff, and more with FORVIS expertise.

Schmidt Westergard

While our name has changed, you can count on the same talented professionals to deliver the high-quality, personal service you expect and deserve. Explore the link below to learn more about how FORVIS can put our extensive experience to work serving your organization.

Client Portal

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DHG Wealth Advisors Client Portal

Personalized For You

From your portal, you have access to unique information and insights, account details, your investment dashboard, a document vault, instant access from any of your devices, and more.

Portal Guide

Schwab

IMPORTANT NOTICE:

You are now leaving the FORVIS Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

DHG Healthcare Tableau

With a focus on providing clients with the right information at the right time, our experience in data analysis allows us to create powerful data visualization dashboards that quickly and intuitively enable users to understand and analyze complex data sets.

Sta2T Physician Analytics

Sta2T is a DHG data analytics platform designed to provide physician enterprises with actionable insights into current and historical performance. Today’s physician enterprises require access to data to make informed business decisions and implement behavior change. This technology enabler provides business leaders, managers and providers with transparent data they can trust. We believe data is a strategic imperative and should be readily available while easy to understand. We also believe in data transparency, allowing team members at every level access to information regarding their performance. Access to meaningful, relatable and accurate analytics is a powerful strategic advantage for the physician enterprise.