Client Login
Client Login
If this is your first time logging on to your account, please call us at (360) 293-6287.
We’ll help you get set up.
Barrett Financial
Planning Portal
- Connect all of your accounts for a consolidated view of your entire financial picture
- Monitor all investments
- Track all spending and manage your budget
- Access to statements, trade confirmations and other correspondence
- Online vault to securely store important legal documents and records