Alexander Financial Planning

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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".

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Client Online Access Points


My
Investment Account(s)

image AGREE & CONNECT
As a client of Alexander Financial Planning, Inc. by selecting the "Agree & Connect" button, I elect to participate in the password protected access portion of TD Ameritrade Institutional’s website on the internet. I understand that my participation will allow me account level access to any accounts held at TD Ameritrade, certain investment related information published by TD Ameritrade and other unaffiliated third parties. The password protected access is made available to clients of Alexander Financial Planning, Inc. and their affiliation with TD Ameritrade free of charge.

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

image AGREE & CONNECT
As a client of Alexander Financial Planning, Inc. by selecting the "Agree & Connect" button, I elect to participate in the password protected access portion of MorningStar’s website on the internet. I understand that my participation will allow me to review my quarterly investment performance and other investment related information published by AFPI and unaffiliated parties. I also have access to a portal that provides a secure way to communicate with AFPI. The password protected access is made available to clients of AFPI and their affiliation with MorningStar free of charge.

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

image AGREE & CONNECT
As a client of Alexander Financial Planning, Inc. by selecting the "Agree & Connect" button, I elect to participate in the password protected access portion of eMoney’s website on the internet. I understand that my participation will allow me to see my total financial picture and other financial related information published by eMoney and unaffiliated parties. I also have access to a portal that provides a secure way to communicate with AFPI. The password protected access is made available to clients of AFPI and their affiliation with eMoney free of charge.

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

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or need assistance?

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At AFP, we help enrich your life story through thoughtful and effective financial life planning.






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