Client Login
Tax Client Portal
This link is for tax clients to access their secure online tax portal. Use this link to upload tax documents, receive copies of previous years tax returns, and setting invoices.
Advisory Client Portal
This is is for advisory clients to access their secure online financial planning website. Use this link to to review your financial plan and access shared documents between you and your advisor.
Online Account Access
This link is for online access to accounts custodied at Pershing LLC that are managed by Resilient Wealth Planning.
Account Access via Wealthscape
Access account status, statements and financial holdings managed by our team.
Advisory Client Dashboard
This is is for advisory clients to access their secure online financial planning dashboard. Use this link to to review your financial plan and access shared documents between you and your advisor.