YOUR ACCESS

Access Your Financial World through your Personal Financial Website

As an Undivided Client, we want you to have access to your Undivided Plan any time you want, from any location. Your Personal Financial Website Management website makes it easy to manage both your wealth and your well-being.

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Organizer

Connect all your accounts for a consolidated view of your entire financial picture.

Investments

Interactive charts and detailed views help monitor all your accounts.

Screen Sharing

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

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Vault

Safely store your most important financial documents, accessible 24/7.

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Track Spending

Know how much you’re spending, and where.

Budget Tools

Set budgets to help reach your savings goals.

Mobile

A complete financial picture available on your smart phone.

Goals

See if you’re on target to reach your most important goals.

Having access to your Undivided Plan is critical to our interactive process

and to the dynamic planning experience you have with Undivided.