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