Welcome to Your Personal Financial Portal℠
Access to the Personal Financial Portal℠ is provided as a complimentary tool to all clients of Oxford Financial Partners. If you need assistance accessing your account, please contact us.
Highlights of Oxford’s Personal Financial Portal℠
Wouldn’t it be great to be able to see all of your financial life in one place? A single place where you could watch your investments, track your spending, create budgets, set goals and monitor your progress toward achieving financial independence? And to have this information automatically updated each day? With secure access to your information via the Internet or your mobile device? Now you can with the Oxford Financial Partners Personal Financial Portal℠. Watch the video below to learn more.
Safe and Secure
256-bit Secure Socket Layer encryption, third-party security auditors, no transaction capability on the system.
Easy to follow setup process that empowers you to establish online links to your accounts. All accounts you have with Oxford will automatically be populated for you. You may link your outside accounts as you wish.
Interactive tools to help you see if you’re on target to reach important goals for retirement, college and life insurance coverage.
Links to an incredibly informative library and videos on important financial topics.
Allows you to upload copies of important documents such as wills, trusts, passports, tax returns, family photos and more. You can view and retrieve these documents at any time.
Personal net worth, investment tracking, spending by category—any report you can think of, it’s probably there.
Budgets and Spending
You can link and import spending on credit cards and checking accounts. The system will classify these expenses for you, giving you valuable insight into where your money goes.
Schwab Account Access
Clients who maintain brokerage accounts with Oxford Financial Partners may access their Schwab account here. Clients may also opt for e-delivery of important documents through this link.Schwab Alliance Login