Access to your Financial Plan and Investment Accounts
Your Mental Wealth® Online Portal
Through our Client portal you have 24/7 access to your financial plan, consolidated view of your investments, important documents via your own personalized financial website. Please remember we are only a call away should a change in your circumstances occur resulting in a review or pivot of your plan or investments. Please call us if you'd like to review your plan or to gain access to the Your Mental Wealth® Online Portal 1-866-520-4985.