Boelman Shaw Client Portal

Our client portal is a secure and convenient option to share and receive documents electronically. If you have already accessed the portal but have forgotten your password you can reset it yourself. If you have not accessed it previously give us a call and we will send you an invite to sign up. Please note that iPhone/iPad cannot access the portal. Android phones and Apple computers work fine. 

Boelman Shaw Tax Portal


Make a Payment To Boelman Shaw

Credit Card Payment       eCheck Payment  

                  2% fee for credit transactions


Financial Client Logins

BSC Investment Portal          Fidelity Institutional

New Client Planning Tool          TD Ameritrade Institutional