Follow the links below to access your brokerage accounts, online document vault, and financial planning portal, or to upload documents securely to Balanced Rock.
- Quick & Secure File Upload – via Sharefile, no login required
- Screen Sharing and Presentation Access – via Join.Me (for PCs)
- Apple Users Download the Free Join.Me App Here
- MoneyGuidePro Smart Portal – Financial Planning (includes FinaMetrica Risk Tolerance Assessment)
- Orion – Client portfolio reporting portal
If you have any questions, are having trouble, or would like access to these features, please contact Dan at firstname.lastname@example.org or 617-971-8323.