This is an overview providing you with the tools to organize your financial situation. Stay connected with your finances in one simple consolidated view.
ADDING ACCOUNTS
Your TFG Portal should automatically include your investment accounts that we manage. To take full advantage of the portal, outside accounts can be added.
SPENDING
The TFG Portal Spending tab lets you build monthly cash flow schedules and track spending habits on connected accounts.
VAULT
Access your quarterly statements, store private and shared documents.
SECURITY
Your TFG Portal employs advanced security features and protocols to help keep your data safe, private, and secure at every hour of every day, year-round.
