Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Retention 1/5/2021
It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...READ MORE
Client Retention 12/1/2020
Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...READ MORE
Client Retention 3/4/2020
Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from...READ MORE
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 email@example.com or at 800-442-4358 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
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.