The Kuhn Capital Portal serves as the central hub for your complete digital experience. Here, you can access your investment account details, account aggregation, and secure document vault. You’ll also find a range of reporting tools for both managed accounts and overall household net worth.
Here, you can opt for paperless statements, view real-time account balances, and access tax documents. Additionally, the site allows you to submit various service requests, including address changes and money transfer authorizations.
Kuhn Capital Partners is excited to introduce our new mobile app, now available for iOS and Android. With this app, you can access the same information as the desktop version of the Kuhn Capital portal, including reporting, document vault, team access, and more.
