Portals
Manage Your Relationship and Track Your Results
Billing Portal
Access your billing account to download invoices and update your credit card.
Account Portal
Track your account balances, investment performance, and net worth. Also, upload files securely.
Goal Results
Access your financial plan results and model different scenarios.
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The first time you login, enter the email you used to sign up. Then select “login via one time password”. Once in, select “account information” to setup your password.
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Use the billing portal. Once in, select the payment methods link to update your card.
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The account portal strives to build a complete picture of your finances. Accounts that we manage at TD Ameritrade/Charles Schwab sync in automatically. You can also link your outside accounts, such as bank accounts, 401k, mortgages, credit cards, etc. Additionally, performance reporting and allocation analytics are available for all accounts. Lastly, you can upload documents and share files securely.
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The goal results login is to MoneyGuidePro, the software we use to track and measure the progress to your goals. The portal allows you to review your percentage results and model in different scenarios.
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After you login to your client portal, use the “Documents” tab to upload files securely.
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Please use the password reset functions for each portal. If that does not work, please let us know.
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Yes! You can still go direct to Charles Schwab to access your accounts. Our Account Portal is in addition to these logins.