As of 12-31-23

This Portal will be retired soon, be sure to login to www.fiwealthportal.com for current updates.

If you require a login, email josh@fiwealth.com to request new login credentials.

Funded Amount: Amount Received by Custodian for the Year, based of manual input from custodial alerts and money requests.

AUM: Current value of Assets Under Management, pulled from reporting software may have delay in adding new accounts.  

Net Contributions: Total amount of contributions net of distributions from all accounts.  From reporting software may have delay in new account information.

Submitted from Transition: Business moved from existing book to Foundations managed account.