Dunham provides exceptional client service for the financial advisors we work with. We know that the less you have to worry about in your back-office, the more freedom you have to grow your business.
When the transactional side of financial advice is managed for you, you can manage your clients by keeping relationships your primary focus.
Simply put, the Dunham Difference means providing extra care and attention to client details, a roll-up-the-sleeves approach, and a telephone answered by humans and not machines.
There are changes in how you access your account. Please select below which type of user you are for more information.
Current Web User
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 customercare@dunham.com or at 800-442-4358 and we will reset your account.
New Web User
We invite you to register. You will need your social security number and date of birth.
Custom Account Holders
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.