The Meyer Capital Group client portal serves as a digital hub of communication between our team members and their clients, providing a comprehensive view of a client's financial picture. It is integrated with our custodians, Charles Schwab & Company and TD Ameritrade. It offers advanced security features including dual-factor authentication. In addition, our clients can access the portal through our website or soon utilizing a branded mobile app for iPhone and Android. The portal allows clients to view their portfolio and performance reports.
Our client portal also features:
Net Worth Reporting – Net worth reporting provides clients with a complete picture of their finances, including their assets, liabilities, 401(k) and other held-away accounts in their client portal. They can leverage this information as they work with their portfolio manager to achieve their financial goals.
Document Vault – The vault offers MCG and our clients a secure, convenient and efficient way to store files, which is a necessity in today's increasingly interconnected, digital world. The document vault is a secure cloud-based file storage system with an intuitive interface. Clients can also use this area as a free electronic safe deposit box for everything loved ones would need should disability, death or natural disaster strike. It can contain important contact data for outside professionals (CPA, attorney, doctor), estate plans documents, life insurance information, treasured family photos or insurance valuation photos, personal and pet medical history, IRA beneficiaries, electronic account passwords, art or jewelry appraisals, funeral preferences and more.
Goal-Based Reporting – Recognizing that Meyer Capital Group wants to have more goal-based planning discussions with our clients, the portal offers deep two-way integrations with MoneyGuidePro®, which give our team members and clients the ability to view financial planning data and take action.
Budgeting Tools – Coming soon, personal finance budgeting tools will equip our clients with the additional resources they need to benchmark their progress and help achieve their financial goals.
If you do not have access to our client portal, please contact anyone on your Service Team who will arrange for your access to this amazing tool.
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