Please Note:

• Clients who work with us directly have access to their account information through our Client Portal.

• Clients who work with us indirectly through another advisor do not have access to this portal. Please contact your advisor directly if you have questions regarding your SaratogaRIM account.

This Client Portal became active for SaratogaRIM’s direct clients on January 30, 2019. Any client login information used prior to this date is no longer valid. If you require assistance with the Client Portal, please click here. As a friendly reminder, never include sensitive information such as full account numbers in an email or email form submission.