Secure Client Portal

Your Financial Plan, One Clear View

Foothold gives you direct access to your coverage, investments, and action items. See where you stand, track your progress, and connect with your advisor when you are ready.

Coverage Summary

View your insurance policies, coverage amounts, and protection status in one place.

Investment Overview

Track your registered and non-registered accounts, balances, and growth over time.

Action Items

See your personalized next steps and track what has been completed in your plan.

How It Works

Receive Your Invite

Your advisor sends a secure invite link to your email.

Create Your Account

View Your Plan

Access your coverage, investments, and action items anytime.