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".

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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.

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







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December 2024
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OUR OFFICE
3600 Olentangy River Rd
Suite C2
Columbus, Ohio 43214 GOOGLE MAPS
1-614-538-1600





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