FINRA's BrokerCheck

Client Login


Rehmann Client Portal

The Rehmann Client Portal provides a comprehensive, trusted and secure online document exchange area for team collaboration.

Portal benefits:

  • Access multiple client portal sites, if authorized.
  • Centralized document areas for easy collaboration.
  • Improved document uploading and search experiences.
  • Clients can manage their own access, teams, and other features.

Client Portal Sign In

New to the Rehmann Client Portal?
Please contact your Rehmann Advisor.

Sharefile logo
To send a file to your Rehmann associate contact (no account required), please click here.

Rehmann Wealth Path

Rehmann Wealth Path provides convenient and secure access to your most important information. Use it to monitor your assets, review real-time net worth data, generate reports on cash flow and retirement data, store important documents, and more.

Request an Investigation

Follow this link to order a Rehmann CIS fire origin and cause, background, surveillance, witness location, subpoena service, asset research or other investigation.TaxCaddy


Follow this link to access your online tax organizer.

Client Bookkeeping

Click here to log in to your Client Bookkeeping account.


Wealth Management - Performance Reporting

Client Consent Forms

Click here to access marketing consent forms, the third party consent form and consent to disclose Rehmann entity forms.

Rehmann’s Compliance Program Solution

Click here to log in to your online compliance support program which includes employee trainings on HIPAA, OSHA, Human Resources, corporate compliance and more.


Meet The Rehmann Team

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Or view a list of team members