August 2, 2023

Viewing Your Portfolio and Financial Plan: The SRB Client Portal

The Srb Client Portal
We offer our clients who want access to their investments and financial planning information an online portal where they can view their portfolio performance and review the financial plan that we have built together. 
The portal also offers access to custodial statements, performance, reports, tax documents, a news feed for articles we post, and a way to share documents. In addition to the accounts we manage, clients can add feeds to their bank and other accounts to view consolidated balances.

Login Instructions

To log into the portal, go to our website and choose the client portal link:
Click on the link for the portal and enter your email address as your user ID. If this is your first time logging on, click “Forgot Password” and you will be emailed a link to reset your password.
Portal Instructions

Once you have logged in, you will find:

  • Personal Finances: This is where you can see all your investment accounts.
    • Accounts managed through us will show up under Managed Investment Accounts. By selecting your different accounts, you can see performance, positions, and transactions.
    • There is a link near the bottom to Add Accounts. From here, you can enter your own accounts manually, or you can link your outside accounts to update automatically from your bank or other provider. Note that every bank and custodian treats these external links differently and some work better and more consistently than others, and some institutions are not supported. The level of detail provided will also vary by provider.
  • News Feed: This page updates you on articles and podcasts as we post them as well as alerts you to documents we have posted to your portal such as performance reports.
  • Financial Planning: This link opens the summary for your Money Guide Pro financial plan. Be sure to hit “refresh” on this screen as it does not update automatically when opened. From the plan summary, you can click Access Pan Details to get more information and visit the Playground screen to run your own scenarios.
  • Reports: This page allows you to run your own performance reports for different time frames and combinations of accounts
  • Documents: The document page features links to your:
    • Your 1099 tax documents These are posted in February & March every year as they become available.
    • Advisor Shared This folder holds documents that we share with you, such as notes from review meetings. There is also a link to upload documents to us for review. If you upload a document for us, the system will notify us. It’s a great way to share statements from other accounts or to send us a copy of your tax return.
    • Portfolio Statements: This folder holds the quarterly performance reports that we run for you, showing in a printable form your portfolio performance, and holding details.
    • Custodial Statement: your official statements from TD Ameritrade and Schwab in PDF form.

All in all, having access to a secure and simple online financial planning portal where you can manage your investments 24/7 and view your progress from the comfort of your own home is priceless. From account balances to performance graphs to tax documents, the information is all succinctly compiled in one spot where you can review it quickly and easily. On top of that, our online portal also offers periodic updates regarding any upcoming changes or opportunities ensuring that you’re always aware and always on track. We know how important it is for our clients to have up-to-date information at their fingertips which is why we strive to provide the highest quality service.

If you have any questions or are interested in learning about the SRB Client Portal, please don’t hesitate to reach out to us at 517-321-4832.

We look forward to helping you!

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.

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