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SWP Financial Advisor Pro Client Portal

Client Portal

Client Portal

Your documents, holdings and plan in one secure place

Sign in to review your consolidated net worth, download quarterly reports and upload documents your adviser has requested.

  • Consolidated net worth Every account across every institution, reconciled and updated daily.
  • Secure document upload Send statements, tax returns and estate documents without email attachments.
  • Quarterly reporting Download performance and fee reports for any period since inception.
  • Encrypted throughout Bank-grade encryption in transit and at rest, with optional two-factor sign-in.

Sign in to your portal

Use the credentials your adviser issued. Accounts are created by our team, never self-registered.

Forgot your password? Need an account?

We never ask for your password by email or telephone. If a message requests your credentials, contact your adviser before responding.

Take the first step toward a clearer financial strategy

Our advisers are available Monday through Friday, 8:00 am to 6:00 pm Central. The introductory consultation is complimentary and carries no obligation.

Schedule a Consultation View the fee schedule
Client reviewing market pages ahead of an advisory meeting