Financial Planning Software

Client Portal & Account Access

Please try our complimentary financial planning software. You can use it as your own personalized financial website. It includes a dynamic net worth statement, cash flow analysis, and a client vault that allows you to store your important documents.

As a current Bonfanti Investment Services, LLC client, we can establish your profile and link your accounts that are being managed with us. Please let us know if you are trying the software for the first time and we'll get everything set up for you.

Client Portal will bring you to your Client Portal login screen established for accessing your quarterly performance reports, invoices, privacy notice, disclosure documents, and the ability to share forms, upload content, and any other documentation that it is prudent to share in a secure manner.

My Account will bring you to the TD Ameritrade AdvisorClient login screen for access to your transaction history, online statements, tax forms, and real-time account data.