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
How to Fund Your Account
Privacy Notice
We value our relationship with you as you let us guide you in your financial life. We also take great responsibility for holding your personal and financial data with security and privacy.
Read the Latest From Spartan Planning Advisors
September 2022 | Portfolio Update
Dear Spartan Client, “Moving first is a tactic, not a goal.” —Peter Thiel In the financial services world where so many make a living selling their thoughts and opinions about the future, we find it liberating to be on the opposite side of this norm. We don’t make...