Toams Financial

Advisor Console

My account

Advisor sign-in

Log in with your Toams advisor account to see the client overview.

Forgot password?

Advisors only

You're signed in as —. This account isn't an advisor yet, so the client overview isn't available to it.

Should you have advisor access? Ask a current advisor to add you — they enter this email in the console's Manage advisors panel. Once they do, log out and back in, and the console will open.

Just here for your own numbers? Your personal net-worth dashboard is on the account page.

Go to the account page
Advisor
Client
Net worth
Assets / Liab.
Updated
Trend / change
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Manage advisors

Advisors can see every client. To add a teammate, enter the email they signed up with — they must have created an account on the portal first. Removing an advisor turns their account back into a normal client.

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