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.
TD Ameritrade Access
View your TD Ameritrade institutional account(s) through this link. If you need assistance resetting your account, please reach out to your advisor.
Formsite 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.
Risk Profile Questionnaire
When directed by your advisor – take 3 minutes to fill out this form to give us a better idea of which investment model would best fit your financial goals and risk tolerance.
New Client Info Form
Client Interest/Hobby Sheet
We believe in having meaningful relationships with our clients. This includes getting to know what you enjoy. When directed by your advisor, please take 3 minutes to fill this out. We look forward to grabbing coffee and learning more about you and your goals!
How to Fund Your Account
Read the Latest From Spartan Planning Advisors
April 2021 | Portfolio Update
Dear Spartan Client, "Success is a lousy teacher. It seduces smart people into thinking that they can’t lose.” –Bill Gates As we begin transitioning to a post-COVID world, optimism and confidence about the future run high. This is indeed a great thing for families,...