Welcome to the Client Portal
New Users
Total Wealth Planning’s client portal provides the following features and benefits for our client:
- Access the same current and historical database we use to prepare your investment reports
- You can use this information to view balances, rate of return, or research a specific set of transactions. You can do this from your inception of working with us (and with FMG)
- Securely store, access, and share documents, photos, or other important information, such as: tax returns, insurance policies, estate documents, scans of wallet contents or passports, or other important documents and photos
- Access timely and relevant communications from our investment department
You can also download the Client Portal Overview reference guide we’ve assembled for you or
How to Register?
Existing clients can request a username and password from our team. (Please allow a couple days to setup and personalize your portal).
Email portal@twpteam.com to request your username and password.
