-
Where to Mail Your Check Below are the addresses to our home office, custodians, and carriers that we work with should you need to mail a physical check to an institution. If you do not see the institution listed below, please reach out to us at ...
-
Add/Update My Banking Information In order to update your banking information on your investment account(s), one of the following forms of documentation listed below will be required before we can begin processing the request. Voided Check Ban...
-
Held Away Account Management Program
In addition to managing FGAM accounts, Financial Gravity also has a program where we can connect hundreds of company retirement plans that include 401(k)’s, 403(b)’s, 401(a) TSPs, as well as many 529 and 457...
-
Fidelity Overview
If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity
Go to https://www.fidelity.com/ ; Along the top bar next to ...
-
Charles Schwab Institutional Client Overview
Schwab Institutional is the custodian that holds your investment account assets managed by Financial Gravity Asset Management. To view all of your Schwab accounts in one place, log into the Schw...
-
Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...
-
Family Office Client Success Check-In Call Guide What is the New Client Check-In Call? The New Client Check-In Call is a follow-up conversation designed to give clients the opportunity to ask questions, share any concerns, and ensure the...
-
Client Guide for Tax Services Portal TaxDome is a comprehensive practice management platform that allows clients to securely communicate, upload documents, e-sign forms, and manage all their tax-related needs in one convenient location. This po...
-
Financial Planning Portal
We offer interactive financial planning designed to help you build and track a personalized strategy tailored to your goals. To support this process, we use a powerful planning software called RightCapital, which all...
-
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 d...