At Marshall Financial Group, we strive to incorporate innovative tools in our financial planning and investment management processes. These tools, along with our powerful new client financial portal and companion mobile app, My Financial Genius (MFG), help us to provide exceptional client services and communication. MFG will help our clients manage the most important parts of their financial life, from any device. To enroll, please email serviceteam@marshallfinancialgroup.com and you will receive your account activation details as well as a detailed user guide within 48 hours.
Please note: this new portal does not replace your Charles Schwab Alliance access. With Schwab Alliance access, you are able to view only your Charles Schwab account balances, holdings, statements, tax documents, trade confirmations, recent transactions, tax-withholding selections, as well as approve wires, checks, and journals via eAuthorization.
View Your Personal Finances
Login to the sleek, modern portal interface to view your accounts, balances, positions, transactions, and performance with customizable date ranges.
Online Account Aggregation
This technology enables you to connect any online account – from investment accounts to credit cards to checking/savings accounts – to your personalized portal so that you always have an up-to-date view of your financial picture.
A Home For All Your Documents
The MFG Client Portal includes an online document vault – a secure space for all of your financial documents. Access to your own online document vault enables you to store any number of important documents (including tax statements, wills, insurance policies, and more), receive regular reports from our team, and send the essential paperwork we need to better serve you. If you would like to receive your quarterly statements electronically, they can be uploaded into this secure vault as well.
Download the Companion Mobile App
Download the My Financial Genius Mobile App on your Android or Apple smartphone. This app provides a more limited view of your accounts than the portal, but is still handy for on-the-go access. You’ll never miss a beat on milestones, account updates, or alerts as you’ll receive email and text communications on dozens of events – trades, distributions, and model changes. If you have an iPhone, you can even secure your login with Touch or Face ID.
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Download on the Google Play store. Download on the Apple App Store.
Marshall Financial Group is a SEC registered investment adviser. Information presented is for educational purposes only and for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Marshall Financial Group has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment or client experience. Marshall Financial Group has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments or client experiences. Please refer to https://adviserinfo.sec.gov/ for Marshall Financial Group’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. Marshall Financial Group has presented information in a fair and balanced manner.