Our state-of-the-art client portal allows clients easy access to their accounts and an 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
How to Videos:
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.