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Meet Your Personal
Financial Portal

IMPORTANT MESSAGE: Your personalized portal keeps you connected to your financial life, your advisory team, and everything else you need for managing your wealth. 


To help you use your personal financial portal to the fullest potential, we’ve provided a quick walkthrough video to help you acclimate yourself to your powerful, new tool.


A member of our team will be walking you through everything you can expect from your financial portal, what important tools are included, and how you can stay truly connected to your financial picture.

Watch this Helpful Video

Download this Helpful Guide

Stay Connected To Your Account
Anytime, Anywhere.


Never miss a beat when you’re on the road or on vacation!


With our app, available on the App Store and Google Play, you’ll always be able to check-in and see important messages and any changes to your account.

iPhone APP

Android APP



Let's Get Started

Visit your personalized portal.

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If you have any trouble, please call us!

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Avery Hayes - Project Coordinator

Phone: (765) 452-7526​

Toll-Free: (800) 939-1603

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