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.
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 CreativeOne Wealth, LLC a
Registered Investment Adviser. CreativeOne Wealth, LLC and
Effert Financial Solutions, Inc. are unaffiliated entities.**