Secured Blossom is our system for accessing accounts online; viewing detailed accounts, portfolios, and entity information; access legal documents and notes; and view distribution and remittance reports. With the productivity enhancing features built into Secure Blossom, our Clients and Investors can easily manage their accounts and stay informed with the most current information.
Blossom is not a web facing application, instead it is only accessible via Microsoft Remote Desktop services and requires two factor authentication (2FA). Blossom undergoes periodic PCI DSS and external penetration vulnerability security testing and validation. It is also included in our overall annual SSAE 16 certification.
Contact Investor Relations for access
All customers must have a signed access agreement statement prior to access being granted. Please contact Investor Relations at InvestorRelations@oakharborcapital.com for an access agreement form.
This site uses 2FA, along with your user name and password, a physical token will be provided after site access is reviewed and approved by Investor Relations.
Contact Technical Operations for Assistance
If you require assistance accessing the site after you have a user name, password, and two factor authentication token, please contact Technical Operations at 206.438.1111 or via email at TechOps@oakharborcapital.com When contacting TechOps, please include InvestorRelations@oakharborcapital.com so they can provide assistance as needed.