Client Portals

MoneyGuide Pro

Link accounts directly into your financial plan for the most up to date financial plan and scenarios.

Moneyguide Pro

MorningStar

Securely upload documents and view your portfolio performance.

morningstar

Charles Schwab

View all of your Charles Schwab accounts, track your investments, or review your documents in one place.

charles schwab

Advisory services offered through Balanced Investment Advisors, LLC, a Registered Investment Advisor in the states of Iowa and Washington. BIA and Balanced Investment Company (BIC) are affiliated entities.