Clients can login to Kaspick Connect to securely access account information online. Kaspick Connect provides clients with access to account-specific information, investment allocation and performance data, a searchable Resource Center library containing Advisor's Quarterly articles on a wide variety of topics, gift administration forms, and links to financial and tax sites.
Donors can log in to find information about their planned gift and have access to the Resource Center. Learn more about planned giving, read quarterly newsletter articles, and access related financial information.
Only Kaspick & Company clients and their donors have access to Kaspick Connect. If you do not have a username and password, please contact your Access Administrator or Client Account Team to request access.