Client Logins
24/7 Access to your accounts.
Use the links below or download the apps on your smart phone or tablet.
Client portal
View account balances, reports, retirement plans, educational workshops, store sensitive documents and link outside accounts to better track your budget and spending habits. Scroll down to see a sample client portal video in our Resources section below. *Contact our office for initial set up.*
Schwab client portal
Log into your Schwab portal to view your existing Schwab account(s). View positions, statements, tax documents, etc.. You can e-sign documents here too. *Contact our office for initial set up.*
Wealthscape Investor
Log into your Wealthscape Investor portal to view your existing National Financial Services LLC account(s). View positions, statements, tax documents, etc.. *Contact our office for initial set up.*
Resources
We want to give you the best service possible.
To do that, we organized a list of our most useful client resources below.
CLIENT INTAKE FORM
Interested in working with us? Simply complete this form to get started. A representative from our team will reach out for a follow up conversation and more information. For clarity, complete one form per person.
FINANCIAL PLANNING WORKSHEET
Let’s make sure you’re on the right path to meeting your financial goals. Simply complete this form to get started. If necessary, we will reach out to gather additional information to complete your plan (such as copies of recent account or loan statements). For clarity, complete one form per person.
INVESTMENT PLAN QUESTIONNAIRE
Let us help you meet your financial goals. Simply answer a few questions about yourself and your future objectives. Then, request a consultation so that we can build a plan together.
ABout The CLIENT POrtal
Watch this video to learn more. View account balances, reports, retirement plans, educational workshops, store sensitive documents and link outside accounts to better track your budget and spending habits. Already set up? Access yours HERE or contact us to get started.
News + Notes
Expand your financial literacy and stay up to date with news from our office. We cover topics like 529 Plans, terms of the day, tax document delivery dates, and office announcements. Check out our News + Notes tab.
