Client Access

Click here for Access to your Accounts.

   (Please hit "Control X" and Click the Mouse Button at the Same time)

 

Instructions to Register for Client Access
 
Financial Planning Services is pleased to announce a new service for our existing clients.  We have recently purchased some new software to give our clients the ability to review all of their accounts on one easy to read statement for all investment business that has been written through Financial Planning Services.   In addition this software will automatically compute average costs as well as give you the ability to track gains and losses by Month, Quarter or Year. 
 
There are three easy steps
 
1.  Go to https://www3.mainaccount.com/report/ and click on the link Registration.
2.  Type in your social security number and use the temp password Rosenthal and follow the instructions.    
3.  Once this is completed an email will be sent to Larry and your account will be activated shortly.
 
 
There are few exceptions.
 
1.  The portfolio values will always be at least three business days behind.
2.  If you and your spouse have separate accounts you may need to both register.
3.  There may be some instances where some old investments have not been added. In these instances they will have to be added manually.  This is generally the case on some funds purchased over four years ago directly from the Mutual Fund companies.
4.  This statement will not include Insurance Policies, but will include Annuity Contracts.
 
 
 If you should have any questions please don't hesitate contact our office 703-330-3100 or send  an email to annette@makingmoneysense.com