The Retirement Planning Group
Review performance, track income, upload documents, link
THE RETIREMENT PLANNING GROUP, INC.
Description
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from TRPG as well as communicate directly with their advisor!
Requirements: You need to be a TRPG client that has been authorized for the phone application. If you would like to request access, please contact your advisor.