Client Access

Here you will find links to access your accounts. Please be aware that these links are provided only as a courtesy for our clients. When linking to any of the websites provided, you are leaving this site. 

As such, Responsive Financial Group, Inc. cannot assure the completeness or accuracy of information that is provided at these sites. RFG is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available thorough this site.



Use this Login to Access your RFG Monthly Statements, HTML Portfolio Updates, and any Documents either you or RFG has uploaded in the secure, online Vault. 

Wealth Management

For clients who use RFG's Wealth Management Platform, you may use this login to access your comprehensive Financial Dashboard.

Schwab Alliance

To log directly into your Charles Schwab Brokerage, Trust, and Retirement Accounts.


To access your Insurance or Annuity Policy 


-- We recommend that you compare your RFG statement(s) for accuracy
with the statement(s) you receive from your Custodian(s) --