FineMark's Portfolio Online site is being upgraded to a new site called Client Point™. Portfolio Online will be unavailable after July 14, 2013. The upgrade takes about 5 minutes and all Portfolio Online users will need to enroll.
- Click the "Upgrade to Client Point™ Now" button and log in with your current Portfolio Online username and password
- Enter your name, address, date of birth and phone number
- Create a new password
If you need help upgrading to Client Point, call 239-461-5900, Monday - Friday 8:30 am - 5:30 pm EST.
If you don't have time to upgrade now, click the "Upgrade Later" button above and sign in to Portfolio Online as usual.
Learn More about Client Point
Here is what the new system will look like...
FineMark National Bank & Trust is pleased to announce the launch of its new online access portal, Client Point™, the most state-of-the-art, secure environment to access your accounts. Protection features include 90-day expiring passwords, stronger password configuration and Customer Information Profile (CIP) questionnaires. Other enhancements include user-friendly tabs, portfolio summaries, activity history, statements, cash forecasting, performance reporting, grouping for multiple accounts and much more.
To learn more about Client Point, please click here. You will also see more information regarding this upgrade the next time you access Portfolio Online. It would be helpful to update any saved bookmarks to the new Client Point site, as the Portfolio Online site will be unavailable after July 14, 2013.
Please contact Sue Collver or Eric Lentz at 239 461-5900 if you would like to have assistance with the transition.
Jeffrey B. Moes
Executive Vice President