My Easy Plan

At JT Stratford, We Have a More Collaborative Style of Client Relationship.

Through our digital financial planning solution, we can aggregate all of your financial accounts, including your bank accounts, credit cards, brokerage accounts, insurance policies and even real estate, which helps you gain a better understanding of your overall financial position.

It only takes a few minutes to add your accounts, and once it’s established, you can gain insights into your goals, investment holdings, net worth, insurance needs and liquidity. You can also upload key legal and financial documents in our doucment vault.

 With “My Easy Plan,” you will always be just one click away from your personal financial website.

A Guide to Getting Started

Manage your wealth and your well-being

Your Client Website helps you see your financial life beyond the numbers. And with
our automated fact finding questionnaire, you can get started with your Client Website
on your own in just a few easy steps.

STEP 1
Register for your financial website

Click the link sent to your inbox to get started.
Then, create your own secure user name and password.

STEP 2
Complete the series of introductory questions

Answer a few basic questions to help us understand your current
finances and future goals.

STEP 3
Connect your financial accounts

From your Home Page, click on Organizer, then Accounts
to start adding your financial institutions, like bank and
credit accounts.

STEP 4
Personalize your website

Customize your Client Website by adding photos of what
your wealth represents—the people and things most important
in your life.

STEP 5
See your finances come to life

Easily organize and track your financial goals with
spending and budgeting tools, financial workshops,
investment monitoring, and more.

Now you’re ready to start managing
your wealth with your personal
financial website!

By combining our personal digital experience with
the professional guidance only a trusted advisor can
provide, we can work together to build and monitor
a financial plan that fits your needs.

Contact your JT Stratford Advisor at
877-992-5100 to request an invitation to your
Personal Financial Website.

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