Advisor Login

First Affirmative required documents (ADV, IAS agreements etc) and other Professional Use Only materials from First Affirmative. Please call the office at (719) 478-7036 or email service@formativefinancial.com to obtain the password to unlock the folder.

Log in here to see your account balances, quarterly performance statements, invoices and real time account information

Log in here to see your Folio account balances and real time performance history.

Log in here to see your Schwab accounts and transaction statements.

The purpose of the portal is to allow you to see the status of existing cases that have been opened for your clients through e-mail, phone or this portal. You can create cases (service requests) to First Affirmative for action from within the portal. Additionally you can view solutions to many questions that you may have – it’s like having an FAQ with search capabilities.