Overview

My TFG Portal is a powerful and secure application designed specifically for clients of Tull Financial Group (TFG). It offers a comprehensive suite of tools that allow you to manage your finances efficiently and securely from the convenience of your mobile device or desktop.

Key Features

• View Account Balances: Get real-time updates on all your financial accounts in one place.
• Upload Documents: Easily upload important documents such as tax returns, investment statements, and other financial records directly through the app.
• Collaborate with Your Team: Work seamlessly with your dedicated TFG team members to ensure all your financial needs are met.
• Read Recent Commentary: Stay informed with the latest financial insights and market analysis provided by TFG.
• Event Notifications: Be notified about upcoming meetings, webinars, and other important events that can help you achieve your financial goals.
• Holistic Net-Worth Snapshot: Create a comprehensive overview of your total wealth, giving you a clear picture of your financial health.
• Two-Factor Authentication: Enhance the security of your account with an added layer of protection through two-factor authentication.

Enhanced User Experience

With My TFG Portal, you can now easily consolidate and organize your financial life on the go. Whether you're at home, in the office, or traveling, this app ensures you have access to all the information you need to make informed financial decisions. The intuitive interface makes it simple to navigate and manage your accounts, while the robust security features provide peace of mind knowing your data is safe.

By using My TFG Portal, you can streamline your financial management process and stay connected with your TFG team, ensuring that you are always in control of your financial future.