MorningStar Office is where 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.
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.
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.
Riskalyze is the program we use to assess our clients' risk tolerance.
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!
Advisory Services Offered Through Harbour Investments, Inc.
Advisory Licensed in Indiana, Ohio, Michigan, Texas, Kansas, Florida, Illinois, North Carolina, Wisconsin
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions.
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