Please enter your username and password below to login to the Secure Area of our website.
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What you'll find in the Secure Client Area...
This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.
For clients using our BankLink service you'll have access to Acclipse CodeIT which enables you to view, code, and add comments to your bank transactions. You can also use your secure area to send us files and documents in a safe, secure environment.
View or download your confidential documents. You will receive an automatic email notification when we upload documents to this area.
You can use this area to securely send documents and files to us.
Give it a try
To view a demonstration of a secure client area, please login using demoarea as the user name and password.
If you are already a Excel Financial Advisors client and would like to register for a secure area, click here.
If you are not already our client and are interested in hearing more about our secure area service (and our other services), please click here, or email us on email@example.com.