If you encounter any issues accessing or getting set up with any of the above platforms, please don’t hesitate to call us at 612-324-0240 during business hours. If we’re unavailable, kindly leave a voicemail, and a team member will promptly reach out to assist you.
Looking for account statements, tax documents, or need to reset delivery preferences?
A direct connection to your custodian to access real-time account details, adjust document delivery settings, obtain tax documents, and view historical account information.
Want to see your full financial picture?
A customized financial dashboard to see your complete financial overview. Aggregate external account information, view your financial organizer, access your secure client vault and track your progress towards achieving your goals.
Curious about your portfolio's performance?
An all-inclusive platform for accessing account details, in-depth performance tracking, stay up to date with the Parr McKnight newsfeed and download valuable on-demand reports.
The Parr McKnight Portal is available on mobile devices via Apple App Store and Google Play Store - simply search "Parr McKnight Mobile".
Ready to make a bigger philanthropic impact?
A modern, donor-advised fund platform designed to unlock your giving potential offers an innovative and streamlined approach to charitable giving that empowers individuals and families to maximize their philanthropic impact.