Aperio Direct Indexing is part of BlackRock’s SMA solutions offering. For more information on Aperio Direct Indexing, click here to visit our website.
NEW Users If you'd like to register for the Aperio Client Portal, please email aperio.clientservice@blackrock.com or call us at 415.339.4590.
EXISTING Users Are You Looking for My Managed Accounts? Your firm may have transitioned to our new platform, My Managed Accounts—BlackRock's new SMA operational portal. This platform serves as a single place for advisors to view, enroll, and service their BlackRock managed accounts with ease and efficiency.
If you're an advisor looking to register on the new platform, please email aperio.clientservice@blackrock.com or call us at 415.339.4590.
YOU ARE ABOUT TO LEAVE APERIOGROUP.COM FOR A THIRD-PARTY WEBSITE Aperio Group, LLC, is an indirect, wholly-owned subsidiary of BlackRock, Inc. The inclusion of this link on our website also does not imply a recommendation or endorsement of any views expressed in such linked content and should not be considered investment, tax, or legal advice. Nothing in the linked content should be considered advice tailored to the needs of any specific investor or a recommendation to buy or sell any securities.
Your subscription to the Aperio Blog has been confirmed. You will receive an email notification when a new blog is posted.
Your password is now updated.
Thank you for setting the security questions for your account.
User Must Be Logged In
You must be logged in to perform this action.
Invalid token. Please reload the page and try this action again.
You Currently Do Not Have Portal Access
You do not have access to the Aperio Client Portal.
Please note that if you just registered, it may take up to 24 hours after your registration form has been approved before you are able to log in.
You Currently Do Not Have Portal Access
You do not have access to the Aperio Client Portal.
Please note that if you just registered, it may take up to 24 hours after your registration form has been approved before you are able to log in.
That answer does not match our records. Note that responses to security questions are case sensitive. Please try again or contact Aperio at operations@aperiogroup.com or 415.339.4590.
Your portal user profile does not have provide access to this page. Please contact your administrator if you believe you have receieved this message in error.
Please select a request type.
Your account is temporarily locked because you repeatedly entered wrong answers to security question. Please try again in an hour.
There was an error sending the email to your new user. Please try again.
There was an error sending your email. Please try again.
There was an error sending the email to reset your password. Please try again.
There was an error sending the verification email for your portal account. Please press “Send Verification Email” to retry.
There was an error sending your Contact Us form to Aperio. Please try again.
There was an error changing your password. Please try again later.
There was an error editing your security questions. Please try again later.
You have changed your SRI selection from Yes to No. Any previously configured SRI settings will be lost if you make this change.
Would you like to set up Multi-Factor Authentication (MFA) for your account? If yes, click here. If not, you are able to enable MFA for your account at anytime in your Profile by clicking Edit Profile.
With Multi-Factor Authentication (MFA), an extra layer of security is added to your account to prevent unauthorized users from logging in, even if they have your password. This extra security measure requires you to verify your identity using a randomized code we will send you each time you attempt to log in. MFA reduces the risk of unauthorized requests from your Aperio Client Portal account and provides extra security for your data.
You can choose to receive your security code through one of three ways: by text message/SMS, voice call, or the Okta Verify app. Through Aperio’s partnership with Okta, you can access their free Verify app to receive your MFA token on your Apple or Android device.
Are you sure you want to remove this factor from your account?
The factor has been successfully removed from your account.
You are enrolled in SMS MFA.
You are not enrolled in Text/SMS MFA. To learn how to enroll, click here.
To enroll in SMS MFA, please enter your mobile phone number.
Enter the code received on your mobile phone below.
You have successfully enrolled in SMS MFA.
This phone number was previously set up for SMS MFA for this account. The number and your portal account are now re-enrolled in SMS MFA. If this is incorrect, please contact Aperio at 415.339.4590.
You are enrolled in Voice Call MFA.
You are not enrolled in Voice MFA. To learn how to enroll, click here.
To enroll in Voice MFA, please enter your number and extension if applicable.
Enter the code from the automated voice call you just received.
You have successfully enrolled in Voice MFA.
You are enrolled in Okta Verify MFA.
You are not enrolled in Okta Verify MFA. To learn more on Okta Verify MFA, visit the Okta Verify enrollment guide here.
Please ensure you have downloaded the Okta Verify App prior to clicking Enroll.
After opening the Okta Verify App on your mobile device, press Add Account and scan the QR code shown on the screen. Enter the code shown in the app in the box below.
You have successfully enrolled in Okta Verify MFA.