Online Access

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IFS Account Info Portal: Consolidated view of all of your accounts using an intuitive interface displaying asset allocation with values updated daily. Private outside accounts may be included.
Please contact Client Services if you need login information

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Financial Planning: Access to your financial plan online to track your progress toward your goals

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Charles Schwab: Access your accounts at Charles Schwab

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IFS Paperless File Cabinet: For paperless clients to access their quarterly reports and other information in a secure manner.
If you have not subscribed to this option, please contact Client Services to do so.

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Data Aggregation: Get a consolidated view of your outside accounts with your accounts at IFS for tracking purposes.

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FOLIOfn: Access your accounts at FOLIOfn.

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