We serve financial advisors on a first-name basis. There is no automated call center; only an accessible and accountable service team who know you by name.
We provide the back-office support and services you need to deepen existing relationships and develop new ones.
We help you differentiate yourself from the competition by providing the ability to work with Dunham Trust, a trust company that caters specifically to advisors.
We hold our sub-advisers accountable to outperform their benchmarks by tying their management fees to fund performance.
We offer performance-based advisory fees for investors who qualify.
There are changes in how you access your account. Please select below which type of user you are for more information.
Current Web User
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via customercare@dunham.com or at 800-442-4358 and we will reset your account.
New Web User
We invite you to register. You will need your social security number and date of birth.
Custom Account Holders
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.