• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Harvest Asset Group

Financial Advisors in Portland, ME

  • Home
  • Who We Are
    • Our Firm
    • Our Team
      • Michael Donahoe
      • Paul Klinges
    • What Makes Us Different
  • How We Work
  • Who We Serve
  • Resources
  • Client Center
    • Client Forms
  • Contact Us

Client Center

Sharing Information Securely

There are a number of ways you can safely get personal financial information to us. 

Secure File Upload

Follow Instructions at the link below:

Secure File Upload

Fax

Fax (866) 870-1151

Mail

Harvest Asset Group
15 Monument Square
Suite 3E
Portland, Maine 04101


Client Forms

Access Client Forms

Cash Access (Bancorp Bank) Sign In

SEI Cash Acess

SEI Portfolio Access

SEI Access My Portfolio

Sign Up for our Mailing List
to Receive Our Quarterly Commentary

Sign Up Here

Footer

Disclosures

Disclosures

Contact

Phone: (207) 775-1151 Email: info@harvestassetgroup.com
  • Facebook
  • LinkedIn
  • Twitter

Copyright © 2023 · Showcase Pro on Genesis Framework · WordPress · Log in