Our state-of-the-art client portal allows clients easy access to their accounts and a one-stop, up-to-date overview of their assets.
Click here to access:
- Your Welch Financial Planning held accounts
- Link outside accounts, so that you have an overview of your comprehensive financial situation
- Access reporting
- Access our mobile app
Access the client Portal
This is your secure cloud-based vault where you can upload and store:
- Tax Information
- Estate planning documents
- Copies of passports, driver's licenses
- Videos, photos
How to use the client portal:
Please enjoy this brief video on how to use the client portal. As always, you are welcome to contact us for assistance or with any questions.
How to use the client vault: