Please click the Wealth Director link above to login to your personal financial homepage. This features the document vault where your Quarterly Reports reside, views of your portfolio, as well as budgeting and spending tracking tools.
Please click the AdvicePay link above to access your invoice or subscription billing portal.
If you are a first time user, please contact your advisor by email or phone. For assistance with registration, contact us at
info@fp-financial.com.