Welcome to Your Financial Command Center
As a valued client of CoFi Advisors, you have access to a suite of specialized tools and platforms designed to help you stay connected to your financial picture. This secure area provides convenient links to the resources you use most frequently, allowing you to monitor progress, access important documents, and maintain clear communication with our team.
Your Financial Platforms
We've streamlined access to your accounts and information through these trusted platforms. Simply click the appropriate link below to access your specific financial resources:
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CoFi Client Portal
Our proprietary portal gives you a comprehensive view of your financial plan, important documents, and ongoing progress toward your goals. Access meeting notes, review financial projections, and securely communicate with your advisory team in one convenient location.
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Fidelity Investments
If your accounts are held at Fidelity, this link takes you directly to your personal dashboard where you can view balances, transaction history, and account documents. Fidelity's robust platform offers comprehensive account management tools and educational resources.
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Schwab Alliance
For clients with accounts held at Charles Schwab, this platform provides secure access to your investment accounts, statements, tax documents, and trading capabilities. Monitor positions, review performance, and access important account information anytime.
Need Assistance?
If you encounter any difficulties accessing these platforms or have questions about your accounts, please don't hesitate to contact us. Your dedicated relationship manager is always available to provide guidance, reset passwords, or connect you with technical support.Our commitment to collective financial planning extends to these digital tools—we've carefully selected platforms that complement our service and enhance your experience as a client. We encourage you to utilize these resources as part of your ongoing financial journey with us.Your financial freedom is our mission, and these tools help make that freedom tangible and accessible every day.