Document Checklist

As an alternative to tracking down paper statements, we provide an online secure portal where you can add any/all financial institutions where you hold assets and data will automatically sync for you. This all occurs in Yodlee, which is a leading data aggregation and data analytics platform.

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If you are interested in this complementary service, please send us an email to plan@bfinancialadvisors.com. We wil then send you a link to the secure portal and provide you with your own password and username.

If any of the above documents do not apply or you do not hold any certain type of account listed, that is fine. We will start working with what we have and request any items we find necessary to complete your plan. Please come prepared to discuss personal financial goals. We look forward to being on your team.