My Account

Connecting you to what matters.

We make it easy to stay in touch with your progress.

At Partners in Financial Planning, your dreams are more than money in the bank. We make it easy for you to see how you are doing; anytime, anywhere.

Already a client? Access your account information below.

AssetBook logo

Click here to log in to your portal

Investor View

Portal where our clients can review their portfolio performance data, obtain investment reports, and share documents. What is my username? Your username will be your email address.

Unable to login? Use the “I forgot my password” link on the website or contact info@partnersinfinancialplanning.com

TD Ameritrade logo

Click here to login to your account

AdvisorClient

View all of your TD Ameritrade accounts, track your investments, or review your documents in one place.


Learn more about AdvisorClient by downloading the AdvisorClient Reference PDF or go to Set Up My Profile.

Fidelity logo

Click here to login to your account

FidelityClient

Portal where our clients can login to their Fidelity accounts to view statements and holdings.

Unable to login? Use the “Need Help?” link on the website or contact Fidelity at 800-544-6666.

Charles Schwab logo

Click here to login to your account

Schwab Alliance

Portal where our clients can login to access their account information for assets held at Schwab.

adobe logo

Adobe Acrobat (download here)

We make it easy for you to see how you are doing; anytime, anywhere.

You dream it. We plan it. You live it.