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.

 

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.