EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email aperio.clientservice@blackrock.com or call us at 415.339.4590
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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.
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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.
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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.