The Kelly Group
Access client info and share documents
Kelly Financial Group Limited Liability Company
Description
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
The Kelly Group mobile application allows clients of The Kelly Group to access their information in a simple and elegant interface. It also allows for sharing of documents through the included Client Vault.
Requirements: You need to be a Kelly Group client who has been authorized for the Client Portal. Please contact your Kelly Group team for more information.