Effective June 1, we are FORVIS, created by the merger of equals of BKD and DHG. You may notice a few changes as we update our sites, portals, and materials to reflect our new brand identity and forward vision. What hasn’t changed is our commitment to creating unmatched client experiences, so please reach out to a member of your client team if you need assistance during this transition period.
Legacy BKD Logins
BKDconnect
Already using BKDconnect?
Our Online Client Portal
With audit and other financial engagements, organizations spend a significant amount of time preparing schedules, gathering documents, collecting reports and reconciliations, and responding to questionnaires. At FORVIS, we understand that in today’s fast-paced business environment, it’s about doing more with less—and effective teamwork is one way organizations can reduce the time spent on gathering and preparing this information.
That’s why we’ve developed BKDconnect, an innovative client portal designed to help your team manage these processes and connect with FORVIS advisors. BKDconnect helps you meet the unique challenges financial engagements present. And we’re confident that you’ll appreciate all it has to offer, because we built it with the help of our clients.
Here’s how it works. Before the start of your engagement, we post our questionnaires and other related documents on a BKDconnect website, prepared specifically for your organization, where all of our requests can be reviewed and completed.
A Simple Process
BKDconnect makes it easier to:
- Upload, share, and organize documents and files
- View and manage engagement information and requests
- Assign specific tasks to your employees and track progress
- Manage engagement calendars to better handle impending deadlines
- Implement role-based access for increased security
- Connect with FORVIS engagement advisors
In short, BKDconnect improves communication, saves time, limits disruptions, and keeps you connected to your trusted FORVIS advisors.
To learn more about BKDconnect, contact your FORVIS advisor.
FORVIS ClientLink
Already using ClientLink?
FORVIS's new ClientLink service gives you an easier and more secure way to deliver financial information to your FORVIS advisor. It also provides a powerful financial dashboard to help you monitor your company’s financial performance using a wide range of financial metrics. ClientLink’s benchmarking capabilities help you compare your financial trends to others in your industry, size range, and geography.
FORVIS is implementing ClientLink in phases. If your company has an interest in participating in the next phase of our ClientLink implementation, please contact your FORVIS advisor.
FORVIS Client Payment Portal
Clients of FORVIS can pay their invoices online using the Client Payment Portal via the Automated Clearing House (ACH) process to transfer funds electronically from one bank to another. Payments can be made using a U.S. bank checking, savings, or money market account. International ACH transactions are not accepted.
FORVIS Private Client – Client Portal (formerly BKD Private Client and BKD Wealth Advisors Client Portals)
As a client of FORVIS Private Client ("Company"), by selecting the "Login to FORVIS Private Client – Client Portal" button, I elect to participate in the password-protected access portion of Company Internet website. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Fidelity Investments
NOTICE: You are now leaving the FORVIS website and will be entering the Fidelity Investments (FMR LLC) website.
FORVIS Wealth Advisors, LLC (Advisor) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of FORVIS, a certified public accounting firm. Advisor uses Fidelity Institutional Wealth Services (Fidelity) and Charles Schwab & Co., Inc. (Schwab) for clearing, custody, and other brokerage services. Fidelity and Schwab are registered broker-dealers and are not affiliated with FORVIS, LLP or Advisor, or any advisors whose names appear on this website. Advisor is independently owned and operated. Neither Fidelity nor Schwab endorse or recommend Advisor and do not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity and Schwab have agreements with Advisor under which Fidelity and Schwab provide Advisor with services related to your account. Neither Fidelity nor Schwab review the Advisor website. They make no representation regarding information contained in the Advisor website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
Charles Schwab
NOTICE: You are now leaving the FORVIS website and will be entering the Charles Schwab & Co., Inc. (Schwab) website.
FORVIS Wealth Advisors, LLC (Advisor) is an investment advisory firm registered with the Securities and Exchange Commission and a wholly owned subsidiary of FORVIS, a certified public accounting firm. Advisor uses Fidelity Institutional Wealth Services (Fidelity) and Charles Schwab & Co., Inc. (Schwab) for clearing, custody, and other brokerage services. Fidelity and Schwab are registered broker-dealers and are not affiliated with FORVIS, LLP or Advisor, or any advisors whose names appear on this website. Advisor is independently owned and operated. Neither Fidelity nor Schwab endorse or recommend Advisor and do not endorse or recommend the investment strategy of any advisor regardless of any referral or recommendation. Fidelity and Schwab have agreements with Advisor under which Fidelity and Schwab provide Advisor with services related to your account. Neither Fidelity nor Schwab review the Advisor website. They make no representation regarding information contained in the Advisor website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
BKD Analytics
BKD Analytics professionals have been developing leading-edge data analytics solutions for years. We can use your data to help you enhance marketing strategies, develop competitive advantages, open up new revenue opportunities, reduce risk, and improve operational efficiency.
BKD Time Study Tool
Track time by location and activity and simplify your allocation process for physicians, advanced practice professionals, transplant staff, and more with FORVIS expertise.
Schmidt Westergard
While our name has changed, you can count on the same talented professionals to deliver the high-quality, personal service you expect and deserve. Explore the link below to learn more about how FORVIS can put our extensive experience to work serving your organization.
Legacy DHG Logins
MyDHG
MyDHG is a customized digital experience that supports seamless collaboration and sharing of essential information between our clients and FORVIS professionals.
Features include:
- Intuitive platform for the execution of engagement tasks and the exchange of documents
- Centralized functionality for effective and documented communication
- Transparency into the progress of engagements
- Ability to restrict access to requests and documents
- Safe, secure, and efficient transmission of documents and information
DHG Wealth Advisors Client Portal
Personalized For You
From your portal, you have access to unique information and insights, account details, your investment dashboard, a document vault, instant access from any of your devices, and
more.
DHG Wealth Advisors TD Ameritrade Login
NOTICE: You are now leaving the FORVIS website and will be entering the TD Ameritrade website.
DHG Healthcare Tableau
With a focus on providing clients with the right information at the right time, our experience in data analysis allows us to create powerful data visualization dashboards that quickly and intuitively enable users to understand and analyze complex data sets.
Sta2T Physician Analytics
Sta2T is a DHG data analytics platform designed to provide physician enterprises with actionable insights into current and historical performance. Today’s physician enterprises require access to data to make informed business decisions and implement behavior change. This technology enabler provides business leaders, managers and providers with transparent data they can trust. We believe data is a strategic imperative and should be readily available while easy to understand. We also believe in data transparency, allowing team members at every level access to information regarding their performance. Access to meaningful, relatable and accurate analytics is a powerful strategic advantage for the physician enterprise.