Client Portal

This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.

You can also use your secure area to send us files and documents in a safe, secure environment.

Click here to login


For clients using our BankLink service, login to view, code, and add comments to your bank transactions. 

Click here to login 

CLASS Client View

CLASS Client View is our SMSF administration service that allows SMSF trustees to remain in control of their investments, contribution limits and pensions.

By using the latest in software and technology we can provide daily valuation of all ASX listed securities, most managed funds, and most bank accounts.

CLASS Client View allows you to access up to date information about your SMSF, track investment performance and prepare a variety of reports to view or print.

Click here to login

 If you are already a client of Excel Financial Advisors and would like to register for a secure area, please click here.