Client Portal
At GPS Financial Planning, we understand the importance of having secure, immediate access to information. Our client portals are designed to provide you with a secure, user-friendly experience, allowing you to view, manage, and interact with your financial portfolio at your convenience.
Below you will find the most common online logins available for your accounts – from reviewing account balances and transactions to accessing important financial documents and receiving timely updates.
If you need any assistance accessing the portals below, or other resources not listed, contact us directly at 303-714-4718.
Wealth Management Site
Wealth Management Site
What it’s for: Account Balances, History, Performance, Holdings.
Shows all accounts in one place. Includes, but not limited to, SEI, American Funds, Lincoln Annuities and Insurance, Outside 401ks, Cash, and Insurance.
Access to the Secure Vault and Planning Reports. (No Statements)
Investment Management
SEI
What it's for: Shows all SEI details.
Includes: Accounts, statements, beneficiary information and tax documents, and transactions. (Does NOT include anything NOT managed by SEI)
American Funds
What it's for: Details regarding American Funds IRAs, Individual accounts, beneficiary information and tax documents.
Includes: Accounts, statements, and transactions. (Does NOT include anything NOT managed by American Funds)
Insurance
Lincoln National
What it's for: Shows details regarding Lincoln Insurance Products.
Includes: Lincoln Life Insurance (term and permanent), variable and fixed annuities.
Need a quick review or have a question?
Schedule a 20-minute call
FAQs
- Which login do I use?
- Want the “official” account records and tax forms?Use the Custodian site.
- Want your full financial picture, goals, and shared docs?Use the Wealth Management Site.
- Sending us a file?Use the Wealth Management Site.
- I forgot my password.Click “Forgot password” on the portal you’re using. If you still can’t get in, reach out and we’ll help.
- I don’t see all of my accounts.Some accounts only show that particular custodian. For a comprehensive view across institutions, use the Wealth Management Site.
- Is this secure?Yes. All portals use bank‑level encryption and multi‑factor authentication where available.
- How to bookmark this page?
- On your computer: open your browser menu and select “Bookmark” or hit Ctrl+D (Windows) or Command+D (Mac).
- On your phone: tap the share icon and choose Add to Favorites or Add to Home Screen.
- Security and privacy at GPS:Your privacy is a promise. We only use secure portals and encrypted transfer for your data. If you’re ever unsure which portal to use, contact us and we’ll guide you.
- Support:Need help or a reset link? We’ve got you.
Email: info@gpsfinancialplanning.com
Phone: 303-714-4718
Hours: Monday–Friday, 9:00–5:00 MST