Account Access

YOUR PERSONAL WEALTH MANAGEMENT PLATFORM
Provides a complete view of your investment holdings and transactions, along with a variety of performance and evaluation reporting.
STRATEGIC WEALTH PARTNERS CLIENT ACCESS
ORGANIZER
Connect all your accounts for a consolidated view of your entire financial picture.
INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.
SCREEN SHARING
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
VAULT
Safely store your most important financial documents, accessible 24/7.
TRACK SPENDING
Know how much you’re spending, and where.
BUDGETING TOOLS
Set budgets to help reach your savings goals.
MOBILE
A complete financial picture available on your smart phone.
GOALS
See if you’re on target to reach your most important goals.

MOBILE SETUP
Self-registration

Our team will send you a link once you become a client to complete the self-registration process for your Personal Financial Website.
Confirmation Email

Using your smart phone to access your email, click on the URL provided. Before logging on, add or save the link to your smart phone’s Home Screen.
Logging In

The first time you log on, enter the same Username and Password you use to access your full Personal Financial Website. After this initial logon, you’ll be prompted to register your device and create a 4-digit PIN for easier access in the future.
It’s our honor to walk along side this life with you, from the basics of foundational financial plans to our full concierge team approach, we are ready and listening to help you achieve your life and legacy goals. Use the get in touch form to schedule a free consultation.
5345 Towne Square Drive
Suite 275 Plano, TX 75024
Office: (972) 361-3855
Email: Ryan.rayburn@lfg.com