Broker Check

Get Started

FIRST click the link above for a FREE Risk Assessment, then follow the steps below:  

Take the video tour


Learn About Going Mobile

Please watch this video for a brief introduction to what we do.

Below are instructions to begin your relationship with us. Please feel free to contact us if you have any questions or click here to request a username and password.

  1. Test Drive A Personal Financial Website 
    (Download interactive PDF file 47MB)
  2. Log in to the Financial Dashboard with the information provided by your Advisor.
  3. In the Tour Guide box, watch the video "Get Started".
  4. Click "Organizer" in the top menu and connect any financial accounts you have online access to. (Bank accounts, 401(k), credit cards, etc.)*
  5. Proceed completing the remaining Organizer tabs to the best of your ability. 
  6. Click "Vault" in the top menu and watch the video "Why the Vault." Click "Upload files" to store important documents in the vault.  Click here for a sample list of important documents.

Get Started: Vault Checklist

You are done. Your Advisor will be in touch with the next steps. 


*This website is non-transactional.  Money cannot be moved in or out. For more information regarding the security of the site, click here.  Some connected institutions will require you to enter additional "security questions" the first few days after connecting accounts. If you have any questions or problems connecting accounts please email:

Privacy Notice | Business Continuity Plan | SPC ADV 2A  |  SPC ADV 2B 

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