We strive to communicate with you quickly and accurately and with full transparency. Choose from the list below to access your accounts.
If you have questions or require assistance, please contact your Brown Advisory team or call 410-537-5400.
TouchPoint
Brown Advisory's industry-leading secure client web portal.
For assistance or to provide feedback regarding your TouchPoint experience, please call 1-410-537-5333, +44-20-3301-8130 or contact us: [email protected].
Austin Clients
Account access for clients who primarily work with our Austin office.
Legacy Meritage Capital clients click here.
Brokerage Accounts
Brown Advisory clients may access their brokerage account information through First Clearing LLC.
Mutual Fund Access
Brown Advisory Funds shareholders may access their accounts held directly with Brown Advisory Funds.
Mutual Fund Shareholder Access
PIVOT
US Bank's website where you can download statements and obtain account information and export to create your own reports.