Client Account Access

Account Access

Please contact our office via email or phone (616) 931-1000 to access our consolidated account access - FinFolio.  This account access is designed for clients having accounts other than Charles Schwab.  If you only have Charles Schwab accounts, please use the Charles Schwab client login.

After requesting access from our office, you will receive an invitation email from email@advisoryalpha. Follow the instructions in that email to create your account. Once your registration is complete, use the Account Access box below to login.