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, & Non-profits
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.
You are now being directed to the new DCM Client Portal. If you have not already registered for the new portal, you will need to click the "Forgot Your Password" button on the next page.
From there, please enter your email address and click “Send Me Instructions.” This will generate an email to your inbox with a link to reset your password. Please contact your Advisor or Client Services Manager at (812) 421-3211 if you have any questions.
