Wipfli Client Portal Login Page

Connect with us via portals!

Do you currently leverage a portal at Wipfli? 

Clients of the former 'Elko & Associates', 'Steinberg Advisors', and Wipfli's Payroll Services clients may continue to access their portal with the login below.

  • If you have an existing username and password, please login to the portal. If you have any questions about the portal, please contact your relationship executive.

Coming Soon! We are excited to share a portal will be implemented in Spring 2017 to make it easier for clients and professionals to share documents.

This portal will enable you to securely upload documents and retrieve documents from Wipfli, 24 hours a day, seven days a week. It is more secure than email, since all communication between the portal and your computer is encrypted.