Clients can use the below links to log in to their online accounts.

To recover a Login ID or for password resets, each site has its own steps, so we recommend you start there. Contact us if needed.

Investment Account and Tax Document Access

For Charles Schwab and TD Ameritrade accounts, log into Schwaballiance.com
For login assistance, call Schwab Alliance (800) 515-2157.

Note: if your Orion Portfolio Solutions (OPS) account at TD Ameritrade was transitioned over to Schwab during their 2023 merger, you could receive two 1099s: one for account activity at TD Ameritrade and one for account activity at Schwab.

For Folio/Goldman Sachs accounts, log into Folioclient.com
For login assistance, call Folio/GS at (888) 485-3456.

In 2021, First Affirmative adopted the Orion Advisor web portal. This portal enables clients and their advisors access to their Folio/GS, Schwab, and APEX accounts on a single website. In addition, First Affirmative made APEX tax docs, client invoices, and quarterly performance reports available on the Orion Client Portal and ceased mailing them.

Access your Orion Client Portal at http://login.orionadvisor.com
Contact us if you have questions or need help with getting on the website.

A few years ago, this same company, Orion, purchased FTJ FundChoice, which is now Orion Portfolio Solutions (OPS).
Access your Orion Portfolio Solutions (OPS) account and OPS quarterly reports at the same website URL (but use a different login): http://login.orionadvisor.com

Contact us if you have questions or need help with getting on the website.

You can log into either portal here:

Financial Planning

A. MoneyGuidePro – our financial planning guest client user access

B. eMoney – our client account aggregation service. Use these links for more information on how eMoney values your privacy and security.

Group Retirement Plans

A. Employee Fiduciary - for Retirement Plan Participants