Client Portal

The Client Portal is designed for clients to easily and securely access copies of their investment information, quarterly/annual statements and signed documents.  Access for each website is a secure, password-protected login intended to allow client access to information relative only to their specific account(s).  For issues with user ID and/or password information for any of these resources, please contact us at (815) 444-9560 and we can assist in directing you to the proper channel.

To access the following client resources, click on the respective icon below:

TD Ameritrade accounts:

Consolidated quarterly statements & account information:

Signed copies of account documents and other client-related files:

Click on the Link below or copy into your Browser to upload documents to us securely. 

https://effertfinancialsolutions.sharefile.com/r-rf89bd5d926d4915b

 

Focus2Explore

Focus 2 Explore Portal Login (focus2career.com)

Welcome to College Planning with Effert Financial Solutions. FOCUS 2 EXPLORE is an online interactive, self-guided career and education planning system designed to help students make decisions about future career goals and education plans. Access with your assigned Registration Code.

**Investment advisory services offered through duly
registered individuals on behalf of ChangePath, LLC a
Registered Investment Adviser. ChangePath, LLC and
Effert Financial Solutions, Inc. are unaffiliated entities.**