How To Sign-In To Your ModestSpark Account

Below is the step-by-step process of signing into your ModestSpark Account: 

To sign in, you can access a secure login from the sidebar on our website, or click the link here. Securely access your account from our sidebar
You’ll be brought to the ModestSpark login page which should look similar to this: ModestSpark Portal Login for Cascade Investors
To keep your account secure, ModestSpark uses 2-factor authentication. Once you click login, ModestSpark may ask you to verify your account. You’ll receive a six-digit verification code via text message to the number on file for your account.
Once logged in, you’ll be directed to your main dashboard. To navigate to your portfolio, you’ll find the navigation bar for ModestSpark in the top-right corner. Under the portfolio tab, you’ll be able to see your accounts, transaction activity, and current holdings.
To update or change your account information, you’ll find associated links under the dropdown menu from the Name on your account navigation menu: