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We are here to help you through the paperwork process. If at any point you need assistance please feel free to email our Service Center or contact your advisor directly.

BCJ Client Portal

portal_thumbThe Client Portal is the website which allows you access to all of your investment accounts that are with BCJ Capital Management. Within this website, you are able to view asset allocation, investment holdings, transactions and account performance. We’ve partnered with Adhesion, a leading online service provider dedicated to independent investment advisors.

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TD Ameritrade

BCJ Capital Management (BCJ) utilizes the TD Ameritrade Institutional Client Services Group to provide our clients with a full range of investment services. Clients who want to view their BCJ accounts and clients that want to have a separate brokerage account and do their own investment trading, can now access their accounts using the TD Ameritrade web site.

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Digital Signatures

We have partnered with Docusign, an industry leader in digital signatures, to allow for our clients an easier way to sign and receive their completed paperwork. You can still fax, scan and send or sign your documents in person, however the online eSignature tool will allow for all parties to receive digital versions of your paperwork without any extra work on your side. Now no matter where you are you can review and sign your documents on your computer, tablet, or mobile phone.

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Secure Email Portal

BCJ has partnered with ZixCorp, the industry leader in enterprise email encryption. Over 56 Million encryption users share their encryption keys for transparent secure email with this technology. Anytime we email you and sensitive data is included our system will encrypt this message to you and notify you there is a message for you to retrieve in our secure email portal.

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