Secure Client Portal

Our client portal works best with Google Chrome and Firefox web browsers. The portal probably will not work correctly if you are not using one of those web browsers.

Clients

Clients that have portal accounts with Marion & Associates, LLC, click the “Client Portal Login” button. You will be redirected to the portal website where you will enter your username and password.

Clients without portal accounts or new clients with Marion & Associates, LLC have two options:

1. Contact us to set up a portal account for you.
2. Click the “Client Portal Login” button.  You will be redirected to the portal website. Under “Guest Exchange”, you will click the “upload” button if you are sending a document(s) to the firm or click “download” if you received a document(s) from the firm.

Third Parties

Third Parties are not eligible to have a portal account with Marion & Associates, LLC.

1. You need to click the “Client Portal Login” button.  You will be redirected to the portal website. Under “Guest Exchange”, you will click the “upload” button if you are sending a document(s) to the firm or click “download” if you received a document(s) from the firm.