GuideCenter

Your financial life at your fingertips.

To live a better financial life, you need more than just occasional updates from an adviser. You need complete visibility — and total control.

The GuideCenter is our industry-leading tool that gives you full access to your entire financial life whenever and wherever you need it.

GuideCenter

Easy

Access all of your financial information — including accounts, portfolios and goals — all in one place.

Convenient

View your complete financial life picture in real time from your desktop, smartphone or tablet.

Collaborative

Communicate with your adviser 24/7 about your financial life, plan and goals.

Secure

Safely store your important financial documents — including bank statements, tax statements and more.

Get the big picture

Review results from your Money Mind® and Honest Conversations® exercises — and access your net worth, goals and priorities, funding score and other key benchmarks all in one place.

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).

Start your financial life journey.