Great to see you again!
If you would like to update your personal information on file or if you have been prompted by your advisor to fill out your 36 month update form, please click on the button below.
Click on the links below to access our partner websites. Kelsey Financial, LLC is not responsible for the content of these websites.
Portfolios
Access your Schwab or Folio Account login. Here you can verify new accounts and EFT links, view your portfolio holdings and check the performance of your account(s) anytime you like.
Financial Planning
Your financial planning portal provides a snapshot view of your entire financial landscape in one place. In partnership with your advisor, this is also the destination where we will build, adjust and maintain your financial plan utilizing the latest tools to build interactive charts and reports that make understanding your finances quick and easy.
Performance Reporting
The Kelsey Financial Performance & Fee portal is for clients with accounts held at Charles Schwab. Within the client portal you can view your recent transactions, account performance, holding details, documents, profile information and fee reports. You can login to the portal from any computer or mobile device at any time by clicking the button found below.
Quote & Apply
Need a life insurance quote? Click the link, and you’ll be directed to our insurance estimates portal. Answer a few quick questions, and you’ll have life insurance options in minutes. Once you have generated the quote, one of our advisors will reach out to you shortly thereafter.
