Our Client Portals provide 24/7 access to documents & file submission.
Access the electronic versions of your current engagements and supporting files commonly required by your banks or financial institutions or send your documents requested by your advisor when it’s convenient for you.
ONE TIME File SUBMISSION
Please use the form below for a secure one-time file submission. To request a Client Portal login, contact your Stark & Marsh advisor today.
Online Bill Payments
Our online bill payment program is available with all major financial institutions – Bank of Montreal, CIBC, RBC, TD Canada Trust, and Credit Unions. If your financial institution is not listed, you can contact our Accounts Receivable department at Stark & Marsh to have it added.
Step 1: Add Stark & Marsh as a payee.
Step 2: Enter your Account Number (9CodeEng – example 9ABCDE001) as indicated on your invoice and/or statement of account.