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.

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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.

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New Client Info Form

When directed by your advisor – take 5 minutes to fill out this form and give us the basic bio and contact info for us to get you working with Spartan Planning.

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How to Fund Your Account

Instructions for funding your TD Ameritrade investment accounts with cash via electronic transfer, wire, or paper check.

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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.}

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