NEW CLIENT PORTAL LOGINS STARTING JAN2023!
We have moved to a new client portal system starting January2023.
The week of 1/16/23 we sent out invitation emails to all clients to set up your portal. If you need us to resend this email please contact us at team@krozelcapital.com
Click here for a video of registering your Client Center account for the first time.
Click here for a video overview of Client Center
I am a new client...how do I register?
If you have not already received an email from us to create your portal account, please email us at: team@krozelcapital.com
Read-only access to our old client portal.
During transition to our new client portal in 2023, returning clients will have access to download only from our old portal in case any prior year documents are needed.
Click here to get started on your individual tax preparation.
Under Construction - Check back the week of 1/23/23
What is KPlan?
KPlan is our interactive financial planning dashboard.
NetXInvestor Login:
Access your investment accounts.
Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login