CLIENT PORTAL

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Welcome!

Please use the following sites to access your accounts:

 
 

RBC

 

TD Ameritrade Institutional

 
 

If you need current log-in information or if your investment company is not listed, please contact Brandyn.

 
 

Circle Black

 
 

CircleBlack allows you to aggregate your financial life into one central location to give you a complete snapshot of your financial life. Connect your 401k, Mortgage, Credit Cards, etc. to the accounts you already have through Alpha Financial Group to get a complete view of your financial health.

 

MoneyGuide Pro

 

MoneyGuidePro is a financial planning software used by Alpha Financial Group that allows the company to give clients access to review plans and recommendations. In addition, you can explore how adjustments to your plan can impact your retirement planning. What if you worked an extra year or retired a year early? How does this impact your goal? What if you saved an extra $500/month? We encourage you to explore the possibilities!

 
 

If you do not have access to CircleBlack or MoneyGuidePro, please contact Brandyn.

 
 

*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Alpha Financial Group, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.