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

Launching Soon!
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