If you need assistance with log in credentials or have questions about any of these systems, please contact Heather Boyd. Also, please be very careful with your credentials. All three of our portals use AES 256-bit encryption—the same as that used by banks and other financial institutions—but your information is only as safe as your password. Make it unique, change it whenever prompted, and use 2-factor authentication if possible.
Log in to the Investment Portal to view portfolio positions, review performance and download quarterly statements.
The Planning Portal is for reviewing your financial plan, running balance sheets and net worth statements and managing your budget.
Log in here to manage your Legacy Plan and to invite, edit or delete "deputies."