The platform
Where your plan lives between meetings
The Fauchard Investments portal: your financial picture, your documents, and your advisor.
Inside the portal
What you can do here
- Your portfolio and performance: Accounts, holdings, and performance.
- Encrypted messaging with your advisor: A private channel for the conversations that should not happen over email.
- Two-way document sharing: Statements, plans, and paperwork, in both directions — no email attachments.
- One secure sign-in: One login covers the whole relationship.
What you see after signing in
One secure sign-in
- Your portfolio and performance
- Encrypted messaging with your advisor
- Two-way document sharing
For clients of the firm
The portal is for Fauchard Investments clients: there is no public sign-up. Access begins when we start working together.