Client Access

Below, you’ll find secure links to the Donaldson Capital Management portal, along with access to our trusted partners and custodians.

Resources For Individuals, Families, & Nonprofits

Whether you're checking in on your portfolio or reviewing important documents, we’re here to make the process simple and seamless. If you ever need a hand, don’t hesitate to reach us at (812) 421-3211 — we’re happy to help. 

Donaldson Portal

Click to log in and view your account.
Charles_Schwab_Corporation_logo
Charles Schwab
fidelity_logo
Fidelity
eMoney_Logo
eMoney

Resources for Retirement Plans

Ascensus_Logo
Ascensus
Plan Sponsors
Ascensus_Logo
Ascensus
Plan Participants
Ameritas
Ameritas
Plan Sponsors
Ameritas
Ameritas
Plan Participants
PCS Retirement Logo
PCS Retirement