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.
Altruist
Altruist is a tech-forward, exclusively-online custodian, only available for individuals working with Investment Advisors. They are able to offer High Yield Savings accounts, in addition to their brokerage account options.
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.
MVP Plan Administration
Login to your MVP Plan Administrators to view your 401k account online.
Orion Portal
View your aggregated accounts using your Orion Portal.
Read the Latest From Spartan Planning Advisors
March 2026 | Portfolio Update
Before the Tide Goes Out: Managing Hidden Risk “The investor’s chief problem — and even his worst enemy — is likely to be himself.” – Benjamin Graham Price tends to drive sentiment. When an asset rises quickly, we usually see a familiar pattern: Enthusiasm mounts Our...