Client Portal

Welcome to the secure HarperLees Client Portal, which is provided for all clients to allow us and you to securely store and retrieve documents.

In addition, through the use of docSAFE we can communicate via secure messaging and allow online completion of documents. Think of this as a secure document vault for storage of your various financial documents, fully secured and backed up.

At HarperLees, keeping client data safe is extremely important to us, especially in an increasingly digitalised age.

Use this portal to enable:

  • Compliant, safe and secure file exchange
  • Which is fully encrypted, to ensure it has a higher level of security than email allows
  • Online completion of documents
  • Access via, your PC, laptop, tablet or phone
email: password: forgot password
Mobile and tablet users: click here for the mobile optimised version

If you already have your login details please login above, if you have forgotten them just click the forgot password link.

If you have not yet been set up on our Client Portal, please contact your Planner or Paraplanner at HarperLees who will be happy to set you up to enable secure sharing.

If you need any assistance using this site at all, please do not hesitate to contact a member of the HarperLees team who will talk you through the process.