Balance Financial Portal Set-Up

Welcome to your Sachem online account! We are excited to see you stay on top of your cash flow and make year end accounting a simple and easy process. Please use this guide to assist you through the setup of your account. If you have any questions please do not hesitate to email or call your representative.

1 Activate your account


a. click on the activation link in the email you received from your Sachem representative


if your link does not work, please email your account representative as your sign-up “window” has probably expired or we need to give you a username and pin to complete the activation process

b. confirm and update any information. Here you can change your name, email, username and then create your password


2 Add your bank accounts


a. Click on the accounts icon on the left side navigation
b. Click the “Add Online Accounts” link on the upper right hand side and begin adding bank accounts. You will need your username and passwords to connect


3 Begin Using

a. Click on the cash flow icon to customize your category list and discover our reporting tools. No need to worry about breaking anything. This is for you!


b. Optional* Add additional investments and those you cannot connect online. Just click the “Add Manual Account” link on the Balance Sheet


Subscription Plan Login

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Password Reset
Please enter your e-mail address. You will receive a new password via e-mail.