At Marshall Financial Group, we strive to incorporate innovative tools in our financial planning and investment management processes. These tools, along with our powerful new client financial portal and companion mobile app, My Financial Genius (MFG), help us to provide exceptional client services and communication. MFG will help our clients manage the most important parts of their financial life, from any device. To enroll, please email firstname.lastname@example.org and you will receive your account activation details as well as a detailed user guide within 48 hours. You can download the companion app on the Apple App Store here and on Google Play here.
Please note: this new portal does not replace your Charles Schwab Alliance access. With Schwab Alliance access, you are able to view only your Charles Schwab account balances, holdings, statements, tax documents, trade confirmations, recent transactions, tax-withholding selections, as well as approve wires, checks, and journals via eAuthorization.