Client Resources
Engager Client Portal
A secure, dedicated space to share documents, e-sign important papers and complete required forms — all in one place.
Access Client PortalGetting started
Your secure hub for working with us
The Engager Client Portal makes it easy to stay on top of your paperwork. Whether you need to upload documents, review and sign agreements, or complete compliance forms, everything is handled securely online — no printing, no posting, no delays.
Access Client PortalHancock & Hastings
Ready to access your portal?
Log in to your Engager Client Portal to manage your documents, sign agreements and stay connected with the Hancock & Hastings team.
Access Client PortalSecure login via Engager — opens in a new tab
What's included
Everything you need in one place
Sign Up & Login
Create your account and access the portal securely from any device, at any time.
Navigation Overview
A clean, intuitive dashboard makes it simple to find what you need quickly.
Contact Information
Keep your details up to date so we always have the right information on file.
Managing Files
Securely upload, download and organise your financial documents in one place.
E-signing Documents
Review and sign important papers electronically — fast, secure and legally binding.
Completing Forms
Fill in and submit required compliance forms directly through the portal.
Need help getting started?
Our team is on hand to walk you through the portal. Get in touch and we'll help you get set up.
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