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Client Portal
      Monthly Newsletter
 

Welcome to the Client Portal

New Users

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 portal@twpteam.com 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.
 
Portal Login
Portal Registration
Portal Overview Video
Quarterly Statement Access
Setting up Notifications/Text Updates
Accessing Related Portfolios
Client Portal Overview Reference Guide
 
 

WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.
 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
Payments to the IRS through "Direct Pay"
Tuesday, December 4, 2018


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