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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