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My Financial Picture®: A Complete View of Your Net Worth

Access a more complete view of your finances
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My Financial Picture on desktop featuring the Net Worth and Budget screens and on the mobile app featuring the accounts screen

My Financial Picture® (MFP) offers an easy-to-use interface that gives you and your advisory team a more comprehensive view of your financial circumstances.

Overview

My Financial Picture (MFP) is a secure service designed to help you monitor your assets and liabilities, as well as track income and spending. By offering a consolidated view of your finances, MFP provides the foundation for the investment strategy you’ll build with your advisor.

Consolidate and organize

With our intuitive interface, you can create a consolidated view of your accounts—organizing information on assets and liabilities held both internally and with other firms.  This includes bill and subscription tracking so you can see recurring payments and manage them more easily.

 

Complete visibility

MFP gives you a holistic view of all assets and liabilities you choose to include. You also have the option to share information about external holdings with your advisor, enabling you to quickly, easily, and securely provide your advisory team with a more complete picture of your financial situation.  With this view you can even have a four‑week cash flow outlook to help you anticipate upcoming expenses and plan with confidence.

Trusted, safe and secure

Industry-leading security features help protect your data. You remain in control at all times, and only the account information you choose to share will be accessible to your advisor.

Industry-leading security features help protect your data. You remain in control at all times, and only the account information you choose to share will be accessible to your advisor.

Reach out to your Private Client Advisor or a member of your client team to learn more about how you can take advantage of this account management feature.

Learn how My Financial Picture® can give you a quick snapshot of your wealth and finances—and help you determine your net worth.

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