KGA Client Access
Charles Schwab Access Client log in to view account statements, tax forms, etc.
Financial Plan Portal Financial goal planning tool through MoneyGuide Pro.
Digital Asset Portal Client log in to view account details.
Every Investment in One Protected Place
We are pleased to provide our clients custom access to investment information, including quarterly performance reports, electronic document storage, e-delivery and online financial planning capabilities, all in one secure location.
KG portfolio access provides our clients immediate overview of their consolidated accounts, updated daily. Moreover, clients that request financial planning services with KG have interactive financial planning calculators available for access anytime, anywhere.
Please email our office at email@example.com if you need assistance or would like to schedule a demonstration on how to use these services.