MorningStar Office is where you can see your account performance and we securely upload client investment reports which display the performance of accounts. Morningstar can also be used by clients to upload requested documents securely to Foster Financial. Below is the information on how to view the reports we upload before each appointment and how to send documents to us .
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.
TD Ameritrade is the custodian of our clients' accounts. This is where you can login to obtain your account statements, Tax Forms, and see the positions in accounts. See the "TD Ameritrade Login & Information" download below for additional information about getting set up with a TD Ameritrade login and connecting all your accounts to one login.
Charles Schwab is the custodian of the Donor Advised Fund Accounts. This is where you can login to obtain your account statements, Tax Forms, and see the positions in your Donor Advised Account. See the section below for additional information about getting set up with a Charles Schwab login, Eligible Charities, Granting Guide, and more.
Lively HSA is the custodian of our HSA Accounts in partner with TD Ameritrade. Below are the instructions for setting up your HSA, creating & connecting a TDA Account via Lively, & how to have it managed by Foster Financial Services.
Many of our clients have 529s for their children or grandchildren through CollegeChoice Direct. Below is the link where you can sign on to view those accounts, Enroll, or set up your username and password if already enrolled.
Riskalyze is the program we use to assess our clients' risk tolerance. Watch the video to learn about the importance of knowing your Risk Score. The button below will take you to the online Riskalyze Questionnaire. There is also a downloadable PDF of the questionnaire below.
Below is the link to our Broker Dealer's payment portal. If you are a new Consulting Client needing to make a payment or needing to pay your 401K Management Fee, follow the link below. When submitting a payment, please fill out and send us a Harbour Fee Payment Form (found in the downloads section below).
Once you click the link below to Harbour's Website, find the link for "Pay by Credit Card" or "Smart Pay Express for ACH Payments" depending on how you would like to pay. Instructions for paying by ACH Portal can be found below in the downloads section.
Please call our office with any questions, if you need help navigating any of the websites, with making a payment, or have questions regarding the Fee Payment form. We are always happy to help!
Securities and Advisory Services Offered Through Harbour Investments, Inc.
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