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Welcome! Please use the appropriate form or service below as requested by your MGFS advisor.

Online Account Access

eQuipt
OneView
AssetMark
MGFS eMoney
MoneyGuide Pro
Riskalyze

Tax Documents

Tax Documents produced by
the following companies:

Pershing (Osaic)
AssetMark
American Funds

Please note that tax documents
are not available in OneView.

Online MGFS Forms

Are You Prepared
Budget Worksheet
(Google Sheets)
Life Transitions
Present Financial Life
Retirement Plan
Readiness Quiz
Retirement Planning Survey
Retirement Vision
WealthBuilder Meeting Prep

MGFS Downloads

Budget Worksheet (Excel)
Client Discovery Questionnaire (PDF)
9-Step Retirement Planning Process (PDF)