Access Your Portal
Click the button below to log into your Planning Portal.
How-Tos
For your convenience, we have instructions in written format that you can save and print.
- Introduction & Signing in for the First Time (pdf)
- Using the Dashboard (pdf)
- Viewing Accounts (pdf)
- Viewing Reports (pdf)
- Working with Documents (pdf)
- Changing Your Password (pdf)
- Internet Security Best Practices (pdf)
We’re Here to Help:
If you run into any problems accessing or using the portal, please contact us at:
- 678-797-3789
About the Planning Portal
Through our online client portal, your account information will always be available to you. The Dashboard is a quick view of the information shared with you by our firm. You can view reports that display your account data, view important announcements, and view and post documents.
Portal Highlights
- See an overview of your account status when you log on.
- Asset allocation, holdings and transaction reports available consolidated or individually by account.
- View, print or download your billing statements at any time.
- View, print or export realized gain and loss information to supplement the tax documents from your custodian.
- View, print or export unrealized gains and losses for tax planning purposes.
- Upload and download documents with your financial team to a secure location.
- Ability to export reports as Comma Separated Values, which can import into Excel, QuickBooks or Quicken.