Overview of your Current Financial Plan
Access your current account balances, monthly statements, documents for accounts held with NFS, and view your account details through Wealthscape within this portal
Access Your NFS account balance, documents, details, etc. Now available through your Avantax Client Portal as well
Access your Qualified Plan (401K, SoloK, etc.) account balance and details. Plan Administrators can access administrative login
Access your 403(b) and other qualified plan account balance, details, and documents.