Alexander Financial Planning

Client Resources

Learn more about how to utilize our Client Portal
to access your financial information.

+ WEALTH MANAGEMENT NAVIGATOR

How to connect accounts in Wealth Management Navigator.




+ WEALTH MANAGEMENT NAVIGATOR

How to set up eMoney in Wealth Management Navigator.




+ WEALTH MANAGEMENT NAVIGATOR

How to set up 2-Factor Authentication in Wealth Management Navigator.




+ TD AMERITRADE

How To Establish Online Access to Your TD Ameritrade Account.




+ TD AMERITRADE

How To Change Your Password and Set Up Added Security for Your TD Ameritrade Account.




+ TD AMERITRADE

How To Update Your Contact Information for Your TD Ameritrade Account.




+ TD AMERITRADE

How To Change Your Correspondence Delivery Method for Your TD Ameritrade Account.




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







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CONTACT US
1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

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