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Welcome to the Client Portal page. If you don't have your own portal yet, please contact Client Services (877-746-7914, extension 2) and a portal will be set up for you. If you already have a portal assigned, enter your email address and your password. If you have forgotten your password, click on the "Forgot your password?" link to recover it.
Use your client portal to send confidential documents to Focused Finances (for example, a scanned copy of your most recent tax return). You can post spreadsheets (Excel), documents (Word and Adobe), and pictures (such as scanned images). Once you are in the portal site, follow the easy instructions. An email will let us know that you have posted something in your portal. If something is posted for you, an email will let you know that information is waiting for you. This portal is protected with with SSL encryption and is much more secure than transmitting information as an email attachment.
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©2010 Focused Finances. All rights reserved.
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