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.
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
Schwab Alliance
Portal where our clients can login to access their account information for assets held at Schwab.
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.
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.
Adobe Acrobat (download here)
We make it easy for you to see how you are doing; anytime, anywhere.