Client Portal Login
The Foster Financial Client Portal, hosted by ORION, is your secure, centralized hub for managing your financial information and staying connected with our team.
Through the portal, you can:
• 📊 View an overview of your accounts
• 📁 Securely upload and share documents
• 📈 Access your financial reports and Schwab Statements
• 🔍 View integrated data from your MoneyGuidePro Financial Plan
• 📰 Stay current with our latest newsletters and insights
Below, you’ll find the link to access the new Client Portal, along with step-by-step instructions for setting up your portal and securely viewing or uploading documents.
We have our own APP!!
· 📱 Download on the Apple App Store
· 🤖 Download on Google Play
Charles Schwab - All Accounts including Donor Advised Fund Accounts
Charles Schwab is becoming the custodian for all our clients' accounts. The link below is where you can login to obtain your account statements, Tax Forms, and see the positions in your accounts. See the section below for additional information about getting set up with a Charles Schwab login, Eligible Charities for Donor Advised Funds, a Granting Guide for Donor Advised Funds, and more.
MoneyGuidePro Client Login
MoneyGuidePro (MGP) is the system used in office to build out our clients' financial plans. In this system clients can link accounts held outside of Foster Financial, so that they can be included in the financial plan via Yodalee. Once connected, the accounts will remain up to date and the clients' plan will as well.
MGP also has a feature that allows clients to run their own scenarios, allowing them to see the probability of success when adjusting different parts of their plan. For example, What would your probability of success be if you were to retire at 60 instead of 65? Just enter the "Play Zone" in MGP to find out.
See the "MoneyGuidePro Login & Information" for information about setting up your login & Navigating to the "PlayZone". "MoneyGuidePro-Connecting Outside Accounts via Yodalee" walks you through how to connect your bank accounts, credit cards, 401K, or any outside account that should be included in your Financial Plan.