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Technology: One-stop view of your financial picture

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.  



Client Portal

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



Client Vault

This is your secure cloud-based vault where you can upload and store:

  • Statements
  • Tax Information
  • Estate planning documents
  • Copies of passports, driver's licenses
  • Videos, photos

Client Vault


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.

Learn to use the client portal


How to use the client vault:

(coming soon)