Welcome to the Client Portal
Total Wealth Planning’s client portal provides the following features and benefits for our client:
- Access the same current and historical database we use to prepare your investment reports
- You can use this information to view balances, rate of return, or research a specific set of transactions. You can do this from your inception of working with us (and with FMG)
- Securely store, access, and share documents, photos, or other important information, such as: tax returns, insurance policies, estate documents, scans of wallet contents or passports, or other important documents and photos
- Access timely and relevant communications from our investment department
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 firstname.lastname@example.org to request your username and password.
Watch Our Instructional Videos
Portal Overview (6:02 min)
Setting up Notifications/Text updates (1:52 min)
Accessing Related Portfolios (1:22 min)
Accessing Your Quarterly Statements (1:20 min)
You can also download the Client Portal Overview reference guide we’ve assembled for you.