If you are a personal client of Harriman Financial, click on the logo below to be directed to your personal consolidated statement.

Harriman Logo horizontal




If you are a personal client and desire access to your account

  1. Click on the Logo above
  2. Click on the "Registration" button
  3. Enter your Social Security number and a temporary password of  "Household"  then put the words in the image at the bottom left.
  4. Click on the "Submit" button
  5. Read the User Agreement and click on the "Accept" button
  6. The following screen asks you to select a private User Name and Password and enter some personal information.
  7. Once the personal information is entered, click on "Next."
  8. A registration Confirmation screen appears and you click on the "Go" button to complete the registration process.  
  9. Your representative will then receive a notification that you have registered. 
  10. Your representative then manually creates a customized view for you. Once they have completed their part, you are notifiied that you can login and see what your representative has created for you. 

Please allow your representative a period of time to customize your reports for you as they have to verify all accounts have been migrated over.