GuideCenter™
Your financial life at your fingertips.
To live a better financial life, you need more than just occasional updates from an adviser. You need complete visibility — and total control.
The GuideCenter® is our industry-leading tool that gives you full access to your entire financial life whenever and wherever you need it.
Easy
Access all of your financial information — including accounts, portfolios and goals — all in one place.
Convenient
View your complete financial life picture in real time from your desktop, smartphone or tablet.
Collaborative
Communicate with your adviser 24/7 about your financial life, plan and goals.
Secure
Safely store your important financial documents — including bank statements, tax statements and more.
Get the big picture
Review results from your Money Mind® and Honest Conversations® exercises — and access your net worth, goals and priorities, funding score and other key benchmarks all in one place.
Performance with perspective
Exclusive metrics like Ideal Life Index show you exactly where you stand at any moment — and help you answer the question, “Am I OK?”
Adviser access, any time
Send a note to your adviser from your computer or mobile device — wherever you are, whenever it’s convenient — and get a timely response by phone or email (or at your next adviser meeting).
Start your financial life journey.
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