Client Account Access Logins

Clients can use the below links to log in to their online accounts. 

For password resets, each site has its own steps to take, so we recommend you start there. Contact us if needed.

Investment Management Services

A. First Affirmative

  1. Folio Institutional
  2. Schwab Institutional
  3. First Affirmative (only for invoices and reports)

B. FTJ FundChoice

Financial Planning

A. MoneyGuidePro

B. eMoney

Group Retirement Plans

A. Retirement Plan Consultants (RPC)

B. RPG Consultants

C. Employee Fiduciary