Alexander Financial Planning

Client Portal 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".

image

Client Online Access Points



My
Investment
Account(s)

image CONNECT
My
Total
Portfolio

image CONNECT
My Wealth Management Navigator

image CONNECT
My Wealth Management Navigator

image CONNECT


* The Schwab name & logo are trademarks of Schwab & Charles Schwab Inc.

Have a question
or need assistance?

CONTACT US
image

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







CURRENT
image
April 2024
BLOG POST
image
April 2024
NEWSLETTER
image
March 2024
WEBINAR



OUR OFFICE
3600 Olentangy River Rd
Suite C2
Columbus, Ohio 43214 GOOGLE MAPS
1-614-538-1600




© Alexander Financial Planning,
All Rights Reserved.