FORVIS Pattern Hero

Client Login

FORVIS clients can use this site to access account documents, benchmarking information or investment data quickly and securely. Here you can find a variety of websites and services that offer greater flexibility and more hands-on management of your investments and engagements.

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?

Login to 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.

BKD Client Payment Portal

Clients of FORVIS can pay their invoices online using the BKD 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.

Login to BKD Client Payment Portal

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.

Login to FORVIS Private Client – Client Portal

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.

Login to Fidelity Investments

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.

Login to Charles Schwab

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 Analytics

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.

Login

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 links below to learn more about how FORVIS can put our extensive experience to work serving your organization.

Client Portal

Make a Payment

Legacy DHG Login

MyDHG

MyDHG is a customized digital experience allowing our professionals to collaborate with and share key information with our clients.

Clients will continue to access MyDHG with the same functionality and world class experience. 

  • Interact with professionals for select services and solutions outside of email and without links to multiple sites 
  • Exchange key documents and perform relevant tasks in one convenient location 
  • Restrict access to requests and documents on the client side 
  • Transmit information electronically in a safe, secure, and efficient manner 
  • Track progress of tasks to allow for efficient execution of engagements 
  • Connect to relevant and timely content developed by FORIS’s subject matter professionals based on a client’s business and industry 
  • View your FORVIS team 
     

Login to MyDHG

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.

Portal Guide

Login to Client Portal

DHG Wealth Advisors TD Ameritrade Login

NOTICE: You are now leaving the FORVIS website and will be entering the TD Ameritrade website.

Login to TD Ameritrade

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.

Login to Tableau

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.

Login to Sta2T

Let's Connect

Subscribe to our content or get in touch with us today

Subscribe Contact Us