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
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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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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1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

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