Client Login & Reports
View your account reports below. Need a Client ID and Password?
Contact our team and we will get you set up.
Davidson Client Reports
View your Davidson Capital Management portfolio reports and account details.
Get Access in Three Easy Steps
New to the portal? Here is how to get signed in.
Log in
Return to this page and sign in. Your Client ID and Password are case sensitive.
Set Your Password
After your first login, change your password and note it somewhere you can find it again.
Investment Reporting
As a fee-only fiduciary, we provide comprehensive investment performance reports for every client. Your accounts are managed on a discretionary basis, each one managed separately, and held by an independent custodian, Charles Schwab, so you have an independent record of your holdings alongside our reporting.
How often you receive your reports
Your accounts are managed on a discretionary basis, each one managed separately, and held by an independent custodian, Charles Schwab, so you have an independent record of your holdings alongside our reporting. You can review our transparent fee schedule any time.
Online account access
Account values and key reports are updated every day through your private client website.
Custodian statements
Your independent custodian, Charles Schwab, provides an account statement each month.
Portfolio reports
A comprehensive investment performance report with portfolio security details, projected income, gains/losses, and transaction ledger.
