Advisor Log-In

Advisor Log-In

Welcome to First Affirmative Financial Network’s Professional Use Only document vault and useful links page.  Please scroll down to see the direct link options.
If you need assistance, please email business development, view First Affirmative’s Professional Use Resource document or call (719) 478-7036.

Advisor First Affirmative One Drive

Advisor First Affirmative One Drive

First Affirmative required documents (ADV, IAS agreements etc) and other Professional Use Only materials from First Affirmative. Please call the office at (719) 478-7036 or email businessdevelopment@firstaffirmative.com to obtain the password to unlock the folder.

Orion Advisor Technology

Advisor log-in for Orion Advisor Technology

Log in here to see your account balances, quarterly performance statements, invoices and real time account information.

Folio

Folio Institutional

Log in here to see your Folio account balances and real time performance history.

Charles Schwab

Charles Schwab

Log in here to see your Schwab accounts and transaction statements.

Salesforce Self Service Portal

The purpose of the portal is to allow you to see the status of existing cases that have been opened for your clients through e-mail, phone or this portal. You can create cases (service requests) to First Affirmative for action from within the portal. Additionally you can view solutions to many questions that you may have – it’s like having an FAQ with search capabilities.