Client Resources
Client Access
Secure account access belongs in approved custodial and client systems, not on a public personal website.
Framework
Use the secure destination provided for your relationship
Global Advisers may use more than one custodian or client system. Use the client-access page maintained by the firm to reach the appropriate approved destination. If you are unsure which system applies, contact the firm through a known channel rather than following an unexpected link.
Client Portal
Use the firm’s approved client portal for information and documents made available through that system.
Custodian Access
Use the official website or app of the custodian holding your assets.
Document Exchange
Upload confidential documents only through an approved secure method.
Verify Requests
Confirm unusual instructions, password resets, or money-movement requests before taking action.
Approach
Security depends on process as well as technology
Bookmark known login pages, use multi-factor authentication when available, and never disclose a password or one-time code to someone who contacts you unexpectedly.
- 01Use a known login destination
- 02Confirm the custodian or portal
- 03Enable strong authentication
- 04Report suspicious requests
