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Client Portal

Welcome to the InConcert Client Portal. Instead of emailing sensitive documents, we’ll use this secure portal to receive documents from you and send documents to you.
 

Here’s how: 


To Receive Files from Us 

You’ll receive an email from the ICFG team whenever a new file is available for you to download from your portal.   

Access the file by clicking the link in the email and providing your PIN (provided in the same email). This PIN will only work when the file is accessed through the link in the email. If you are not receiving emails from ICFG, please call our office at (510) 235-1044.    


To Send Files to Us 

  1. This link will take you to the ICFG secure portal page:
     Document Portal 
  1. Once you’re in the portal, click the Upload button on the right to securely upload files to us.   Inconcert Financial hosts a secure portal for file sharing needs. 
  2. On the next page, input your name, your email address, the recipient, and a quick note about the file(s).   Inconcert Financial hosts a secure portal for sensitive file sharing needs. 
  3. Select the file(s) you would like to share with the ICFG team from your computer. Inconcert Financial hosts a secure portal for sensitive file sharing needs.
  1. Click the green Upload button, and the files will automatically be shared with the chosen recipient. 
    Inconcert Financial hosts a secure portal for sensitive file sharing needs.

For questions or assistance, feel welcome to:

  • Call us at (510) 235-1044  
  • Email our Client Services Coordinators, Naz Nasseri or Elspeth S. Campbell