Client Resources

Follow the links below to access resources for Balanced Rock clients.Accessible Anywhere Financial Planning Wealth Management Balanced Rock Investment Advisors

Secure File Upload – Securely send files via Sharefile.

Schedule a Meeting – via Balanced Rock’s online scheduler

Orion Client Portal – Wealth management client access to portfolios, reports, planning and more.

MoneyGuide Pro Portal – Financial planning client access to planning and account linking apps.

Schwab Alliance Portal – direct access to Charles Schwab & Co, Inc

If you have any questions or are having trouble accessing these features, please contact us at admin@balancedrockia.com or 617-971-8323.