Introducing Our New Tobias Financial Advisors’ Client Portal
Our team at Tobias Financial Advisors is always looking for ways to improve our service. Whether that means researching the best possible investments for your portfolio, creating comprehensive financial plans, or anything in between, we are dedicated to helping you and your family realize the best possible financial outcomes.
One of the most important tools for us to do this is the online financial portal we provide. Through it, you have access to your investment portfolio and financial plan. We are excited to announce that on Friday, December 16th, we will be upgrading that financial portal to provide a more consolidated and seamless experience.
Here’s what you can expect:
- A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to provide you with a sleek, modern experience.
- All Your Account Information: All the most important data you may have entered or accessed in your existing portal will still be available once we upgrade. Additionally, we will have the ability to integrate your portal with our financial planning tool and other third-party tools that we use to enhance your financial plan.
- The Same Credentials: Your login credentials, as well as the link you use to access your portal, will remain the same.
No action needs to be taken by you throughout this transition.
As a reminder, the client portal is always available to you. You can access it at any time and view your account details, including quarterly and custodial statements. Follow the directions below to log in:
- Visit our website at www.tobiasfinancial.com and click Client Login > Choose Client Portal under Account Lookup. You can also access the portal directly via this LINK.
- Enter your username (your email address)
- Enter password and click Sign In
- If this is the first-time logging in, you will be asked to choose a delivery method for a registration (email or text). After you enter the code, you will be required to log back in.
Did you know that you could also see your account information via your mobile phone? The “Tobias Mobile” application can be downloaded and used with the same login information. For Apple phones, please click HERE . For Android phones, please click HERE .
If you need any assistance logging in, feel free to reach out to us at 954-424-1660.