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    Client Portal Overview

    Version: 1.00 | Updated: 06/09/2025 1:06 pm CDT | Published: 01/09/2025
    Tags: Portal Addepar

    Financial Gravity Client Portal Addepar Overview

    Financial Gravity provides our clients with an investor portal called “Addepar.”  Addepar provides access to view their account holdings, balance, allocation and performance reports. Portfolio dashboard where you can view your investments, and access your Financial Foundation reports.


    Client Login link

    To log into Addepar, clients should use the Addepar Client Login link: https://financialgravity.addepar.com. Simply click the link or copy and paste it into your browser's address bar. Once the page loads, enter your login credentials to securely access your financial information and reports. If you experience any issues logging in, please contact your advisor or support team for assistance.


    Client Portal Overview Video

    In the video below, we will guide you through the process of logging into the client portal and provide a brief overview of each section. This walkthrough is designed to help you become familiar with the portal’s features and navigation, ensuring you can confidently access and manage your financial information.

    Your browser does not support HTML5 video.

    Client Portal Overview Documentation

    In this documentation, you will find an overview of the Financial Gravity client portal, which provides a detailed walkthrough of each section within the client portal. This guide is designed to help you understand the layout, features, and functionality of the portal so you can efficiently access and manage your financial information.

    Download Here: Financial Gravity Client Portal Overview Document

    Sample Email: Welcome to Addepar Client Invite

    When you're invited to Addepar, you will receive a client invitation email similar to the sample below. This email will contain a secure link to set up your account. Be sure to follow the instructions in the email promptly, as the link may expire after a certain period. If you do not see the invitation in your inbox, please check your spam or junk folder, or contact your advisor for assistance.


    Sample Email: New Document Notification

    This will be sent out monthly to all FGAM clients. We run monthly performance reports. This is the notification you will receive monthly letting our clients know the report is ready to view.



    Authored By: Fatima Mumin

    Related Articles

    • Client Quick Reference Guide
    •  Financial Planning Overview
    • Pontera Overview
    •  Tax Portal Guide
    • Charles Schwab Overview
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    Copyright © 2023 – 2025 Financial Gravity. All rights reserved. Investment Advisory Services may be offered through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser and/or Financial Gravity Family Office Services, LLC. (FG Family Office Services), an SEC Registered Investment Adviser. Neither FG Asset Management nor FG Family Office Services provides tax or legal advice and is not a certified public accountant.