Welcome to the Client Portal
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.
What Are the Benefits of Using the Client Portal?
Click through the images below to see screenshots of the portal.
Access all managed accounts in one place.
Add unmanaged and accounts at other custodians into the client personal finances screen.
View historical and current performance of the total portfolio and by specific account.
View historical and current positions and transactions in the portfolio and by specific account.
Access to the same reporting technology that our team uses to generate investment reports. Run client reports on demand.
Use the document vault to securely access statements and documents from our team.
Use the document vault to securely upload or download documents to or from our team via the Advisor Shared Folder. This can also be used as a secure cloud storage option for personal files.
New Users
You can also download the Client Portal Overview reference guide we’ve assembled for you or
Download Our Mobile App
Ask Us a Question:
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.
