Client Access
Access your financial tools and resources
This is your home base for the tools we use together at Nexa Wealth Planning.
New clients can begin by accessing the Financial Planning Dashboard to connect accounts and organize information, while existing clients can continue to access their planning tools and portal below.
Financial Planning Dashboard
Review your financial plan, connect accounts, scenarios, track progress, and keep your financial picture up to date.
Investment Portal & Documents
Access your investment accounts, statements, and tax documents (including 1099s), and securely upload documents to share with us.
Agreements & Billing
Review your planning agreement, access invoices, and manage planning fees through AdvicePay.
Schedule a Meeting
A dedicated area to book a meeting whenever you need a deeper look at your finances.
Questions? We’re here to help.
If you’re having trouble accessing your information, send us a note and our team will help.
Contact us any time
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