Client Access

Schedule a Client Meeting

Clients can follow the calendar link to gain access to our hours to schedule a meeting date and time that works best.

Upload Documents with ShareFile

Current Clients have their own encrypted file folder online to both upload their documents to be reviewed for their financial plan along with download documents from their financial planner for their review. Email is considered less secure and this portal is method to share files.

Risk Assessment with Riskalyze

We believe that when financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Eliminate the stereotypes that have made risk tolerance quizzes useless. This tool utilizes leading scientific theory to objectively pinpoint an investor's Risk Number, whether you’re across the room or across the country. We encourage Clients to update their Risk Assessment and Risk Number periodically, especially when life stage changes could impact your Financial Planning choices.

Wealth Management System with RightCapital

Our Client Families have access to a long list of Financial Planning tools online and through the mobile app.

Retirement, education, insurance:
Powerful, interactive projection tools to help clients prepare for retirement and plan for different contingencies.

Social Security and Medicare:
Help your clients maximize their Social Security benefits and understand the impact of decisions about Medicare.

Tax efficient distribution:
Show your clients how they can save money using tax-efficient strategies for distributing their assets such as Roth conversions.

Accounts and Reports at TD Ameritrade Institutional

OverShare Advice and Planning, LLC has chosen TD Ameritrade Institutional as our Custodian for Client investment accounts that includes online access to a a range of account information and reports on online and with mobile app access.

Clients can use to quickly and easily:

• View individual or combined accounts
• Access transaction history by account
• Review remaining retirement account contributions and required minimum distributions
• See their asset type summary
• Use the Market Snapshot to get a better understanding about what’s happening
• Find information about their holdings and stock exchange symbols

Clients can also download the AdvisorClient mobile app for their AndroidTM or Apple® devices and access their account information whenever, wherever they want and includes:

• Consolidated account views
• Remote check deposit
• Detailed quotes
• Third-party research
• Quick access to Advisor contact info