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My Diversified AgentsClient portal

Returning client

Sign in to your file

You'll confirm it's you with a code sent to your phone. That second step is required every time; it's part of how your documents stay yours.

Lost your phone? Call Luis at (909) 684-9425. He'll confirm it's you and reset your phone code.

How your file is protected

  • Every sign-in needs your password and a code texted to your phone.
  • Documents are encrypted on your device before they are uploaded.
  • The key that unlocks them is held by the practice, not by any cloud vendor.
  • We keep your file for three years after it closes, because government rules require us to be able to show our records, and then we securely delete it from our systems.