Client Account Access

Current clients of Dobi Financial Group, LLC, may access their investment accounts in the following ways:


Consolidated portfolio performance reporting:


Brokerage account access:


Please contact our office if you have any difficulty or questions regarding accessing your accounts at 704-987-1425 or

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any web site(s) provided here, you are leaving this web site.