My Financial Picture
Access to a more complete view of your finances
An easy-to-use interface that gives both you and your advisory team a more comprehensive view of your financial circumstances.
Overview
My Financial Picture (MFP) is a free, secure service that can help monitor your assets and liabilities as well as track income and spending. MFP will give you a more complete view of your finances and provide the foundation for the investment approach you'll build with your advisor.
Consolidate and organize
With our easy-to-use interface, you can create a consolidated view of all your accounts, allowing you to organize information on your assets and liabilities, including internal accounts and those with other firms.
Complete visibility
With MFP, you have a holistic view of all assets and liabilities you decide to include. You can also choose to share information about your external holdings with your advisor. With this added feature, you can quickly, easily, and securely provide your advisory team with a more comprehensive view of your financial circumstances.
Trusted, safe and secure
The use of industry-leading security features keeps your data safe. You are always in control, and only the account information that you specify will be shared with your advisor.
Reach out to your Private Client Advisor or a member of your client team to learn more about how you can take advantage of this account management feature.
