Client Portal

Client portals provide an easy way for you to access your financial documents, transfer data, and exchange information with us around the clock, at your convenience.

Forgot Password?

Don’t have an account? Complete the Request For Registration Form below to request one.

Your account was created when you first used Squire’s services. The default login is your email and social security number. If you experience any problems please contact

Many documents on this client portal are Portable Document Format (PDF) files. Click below to install the free Acrobat Reader program.


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