Access all of your financial information — including accounts, portfolios and goals — all in one place.
View your complete financial life picture in real time from your desktop, smartphone or tablet.
Communicate with your adviser 24/7 about your financial life, plan and goals.
Safely store your important financial documents — including bank statements, tax statements and more.
Get the big picture
Performance with perspective
Exclusive metrics like Ideal Life Index™ show you exactly where you stand at any moment — and help you answer the question, “Am I OK?”
Adviser access, any time
Send a note to your adviser from your computer or mobile device — wherever you are, whenever it’s convenient — and get a timely response by phone or email (or at your next adviser meeting).