The Oxford Eye Portal offers clients a fast and easy way to access their portfolio data from any web browser. This secure, cloud-based portal ensures clients stay well-informed whether at home or abroad.

Clients can log into the portal to access:

• Investment and private market holdings
• Security, asset class and aggregate performance
• Transactions and asset allocation details
• Service team contact information

In 2019, we added a secure Document Vault to the Oxford Eye Portal. This feature allows clients to upload important documents in a secure environment. This includes:

• Tax returns, trust documents and insurance policies
• Custodial statements (statements from Fidelity and Pershing custodians will be automatically uploaded)
• Financial planning documents

In addition to providing clients with their own personal access to key documents, the Oxford Eye Portal allows clients to opt-in to provide their CPA, attorney or other key members of their financial team with access. The benefits of the Document Vault to the client’s CPA and attorney include easy access to tax documents, statements, capital call notices and other correspondence; faster access to documents compared to standard mail; secure document storage and easy access to contact information for the client’s Oxford team.

The Oxford Eye Portal utilizes enhanced cyber security features to protect client’s privacy. We use dual-factor authentication to mitigate risks around a user’s credentials and ensure optimal data security. Protecting identity and financial information is a top priority for us.

At Oxford, we’re always evolving and enhancing our systems to better address our client’s needs. In early 2020, we’ll be launching the Oxford Eye Portal mobile app. This will provide on-the-go access to important documents, investments and account balances. No matter where their journeys take them, the Oxford Eye Portal will help clients stay connected.