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Investment Insights

Clients can view all accounts managed by First Foundation Advisors through the portal. View account balances, asset allocations, and transactions across all accounts or within each account.

Wealth Insights

Provides a central location to view all your financial information and store important financial documents so that you can take control of your financial life.

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Frequently Asked Questions

What documents can I access from the “Investment Insights” Portal?

In addition to the quarterly statements, clients can access their custodial statements and custodial tax documents through the portal. Clients can also share sensitive documents with their advisory team through the secured document vault.
Can I add additional accounts outside of those First Foundation Advisors manages to the Portal?

Yes. Clients can link their bank accounts, credit cards account, and even mortgage accounts through the portal. Please speak with your advisor to get this set up.

Protecting Your Information

Maintaining your financial identity requires everyday vigilance in the way you conduct your financial affairs. Together, First Foundation and you play an important role in protecting your financial information. Below are solutions we have in place to help keep your information safe.

Encryption

Threat Detection

Secure Backup

Software Updates

Training

Dual Authentication

Need assistance?

Please contact your wealth advisor or send an email to FFAOperations@ff-inc.com