Client Resources
Click one of the options below to fill out onboarding documents, access your investment accounts via TD Ameritrade or MVP Plan Administrators, or to see your online Financial Roadmap.
Charles Schwab Access
View your Charles Schwab account(s) through this link. If you need assistance resetting your account, please reach out to your advisor.
Secure File Upload
Securely share files with Spartan Planning Group using this link. Sharing via Formsite allows your file to safely be encrypted and uploaded for us to view.
Orion Portal (Invoices)
This portal hosts an additional copy of your invoices for services. This information will also be on your monthly custodial (TD Ameritrade) statements.
MVP Plan Administration
Login to your MVP Plan Administrators to view your 401k account online.
Read the Latest From Spartan Planning Advisors
March 2025 | Portfolio Update
A Disciplined Strategy Helps Avoid Self-Inflicted Wounds “The investor's chief problem — and even his worst enemy — is likely to be himself.” – Benjamin Graham Great investors don’t just accumulate experience — they learn from it. The best share a common trait: they...