FMP Client PortalFMP is now providing access to your accounts through a Client Portal. The portal will allow you access to all of your investment accounts through FMP. Within the portal, you should be able to view asset allocation, investment holdings, transactions and account performance. Finally, important documents such as statements, reports, bills, and planning documents can also be electronically stored.
If you would like to establish a login to the portal, please contact our office at (512) 329-5174.
FMP Client Page Login
Your client page will include rate of return performance for the year, current account balances, funds invested or withdrawn, and dividends/interest reinvested for all accounts with FMP.
Charles Schwab Account Login - (Register Here)
Online Statements, Current Account Balances, Transaction History, Stock Quotes, Portfolio Tracking, and Market Research Data are provided here for accounts at Charles Schwab.
Financeware Plan Access Login
Online access to your financial plan through financeware.com.