View all of your accounts with us! Available 24/7, this robust performance reporting platform gives MAP clients access to a quick account overview dashboard that drills down to various levels of specificity over a myriad of timeframes. Once you fund your first account with MAP, you'll have access to Albridge. MAP releases a time-sensitive invitation for your initial login.
All of your accounts with our firm are aggregated here in one spot for your review at your convenience (Investment Management, Brokerage, 529 Plans, Permanent Life Insurance Cash Values, etc.). You can also run and download reports.
The "MAP Vault" is our private-label of Citrix's ShareFile program. This secure, electronic folder allows for convenient and efficient sharing of digital documents with you and your other advisors (e.g., CPA or estate planning attorney).
Your MAP Vault will likely be established before you open your first account with us. MAP releases a time-sensitive invitation for initial login. (Please note: you cannot copy and paste a temporary login, but rather have to type in the case-sensitive temporary password and then follow instructions to personalize.)
Keep your private information private! Use your MAP Vault.
Whether you would like online access to view your statements and tax documents, or you'd prefer to go a step further and only get your statements and tax documents online, MAP can help you do so through Pershing's NetXlnvestor®.
Please note, this platform is not for performance reporting. For performance reporting, please log into Albridge.
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Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.
File #3413031.1
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