Client View Request

Client View is a secure online portal that gives you 24/7 access to the accounts you hold with Simply Money. To obtain your Client View username and password, please complete the registration form and we will respond within one business day.

Locations

Cincinnati, OH
7890 E. Kemper Road
Suite 200
Cincinnati, OH 45249
513.469.7500
800.608.8469
hello@simplymoneyadvisors.com
Hours: M - F | 8:30 - 5pm


Florence, KY
7310 Turfway Road
Suite 550
Florence, KY 41042
859.372.6615
800.608.8469
hello@simplymoneyadvisors.com
Hours: M - F | 8:30 - 5pm