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Clients
- If you are not sure what online access you have, please contact your Financial Professional.
If you are setting up online access on your own: - Wealthscape Investor Portal
- If your Financial Professional has setup online access for you:
- Avantax Client Portal
- Avantax eMoney Portal
- Statement Portal (RIA)
- GPS Login (Formerly HKFS)
- Schwab Client Access
- Retirement Plan Access
Financial Professionals
- myAvantax
- Mentor Program
- Marketing Center (Formerly HKFS)
- Learning Management (Formerly HKFS)
- Retirement Plan Access
Do you know a friend, colleague, or peer who you believe would be a great match with Avantax?
Help them reap the benefits of a tax-intelligent approach and earn rewards for yourself by filling out:
- Referral Form