Ready to take your financial journey a step further?

 

Your Personal Financial Portal makes it easy to manage both your wealth and well-being. By combining our personal digital experience with professional guidance, we can work together to build and monitor a financial plan that fits your needs.

Watch the video below to learn more about the tools and resources available within your portal. 

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Retirement Planning

Connect all your accounts for a holistic and consolidated view of your financial picture.

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Goals

See if you're on target to reach your most important financial goals.

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Investing

Utilize interactive charts and detailed views to help monitor all your investment accounts.

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Screen Sharing

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

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Track Spending

Know how much you're spending and where so that you can better build a budget.

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Vault

Safely store your most important financial documents and contacts, accessible 24/7.

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Budgeting Tools

Set budgets to help reach your savings goals and receive alerts when you are going over. 

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Mobile

A complete financial picture is available on your smartphone with easy and secure access.

Already have an account?

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 Let's Get Started

To sign up for the PFP, fill out the form, and a Financial Advocate will reach out with instructions for setting up your account.

From there, you will:

1. Fill out your introductory questionnaire
2. Connect your financial accounts
3. Personalize your portal
4. See your finances come to life

The Personal Financial Portal is only available to Pensionmark or Pensionmark-affiliated advisors clients. If you are unsure of eligibility, feel free to fill out the form, and our team will cross-reference it. If you are an employer looking to offer SMARTMap services to your clients, please contact us today

Sign Up Today