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Welcome to the Client Portal

How to Register?

Existing clients can request a username and password from our team. (Please allow a couple days to setup and personalize your portal).

Email portal@twpteam.com to request your username and password.

What Are the Benefits of Using the Client Portal?

Click through the images below to see screenshots of the portal.

New Users

You can also download the Client Portal Overview reference guide we’ve assembled for you or 

Download Our Mobile App

Ask Us a Question:

Download Our Mobile App

New Users

Total Wealth Planning’s client portal provides the following features and benefits for our client:

You can also download the Client Portal Overview reference guide we’ve assembled for you or 

How to Register?

Existing clients can request a username and password from our team. (Please allow a couple days to setup and personalize your portal).

Email portal@twpteam.com to request your username and password.

Portal Images