Customize Your View of Client Access | Phillips Wealth Planners

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Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it. Learn how to rearrange the order you see your accounts and rename them, too. Create a watch list of equities and mutual funds you want to follow. And learn how to create customized reports – all within Client Access.

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Recent Insights

We believe that part of our responsibility as financial professionals is to educate.

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Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.
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Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
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Help! I Lost my Password

You are not alone! Keeping track of all your passwords is a job in itself.