Client Online Access
AFP offers our clients three online access points.
• Wealth Management clients have access to all three.
• Investment only clients have access to two of the three.
Our clients can find direct links below
to access each "Online Access Point".

Client Online Access Points
My
Investment Account(s)

I understand that the password to the protected section is a secure website intended only to allow a client access to information relative their specific account. I also understand that I will create my own password. I agree not to share my password with any other person. I hereby release and hold Alexander Financial Planning Inc. harmless from any adverse consequences relative to any failure to keep the identity of my password secure.
My
Total
Portfolio

I understand that the password to the protected section is a secure website intended only to allow a client access to information relative their specific account. I also understand that I will create my own password. I agree not to share my password with any other person. I hereby release and hold Alexander Financial Planning Inc. harmless from any adverse consequences relative to any failure to keep the identity of my password secure.
My Wealth Management Navigator

I understand that the password to the protected section is a secure website intended only to allow a client access to information relative their specific account. I also understand that I will create my own password. I agree not to share my password with any other person. I hereby release and hold Alexander Financial Planning Inc. harmless from any adverse consequences relative to any failure to keep the identity of my password secure.