FAQ’s On Your Personal Financial Website


YES – your Personal Financial Website can alert you via web and email of large deposits, withdrawals, low balances, fees and more. Customize your Alerts by going to Settings – Alerts. Please CLICK below to find out more about how The Gardner Group can help organize and manage your financial affairs.


After you register for your Personal Financial Management website, you will be sent a confirmation email with your username and a link to access the site via your mobile device. Open this email on your mobile device and click on the link. Then click the “Add to Home Screen” button, or create a mobile bookmark for quick access.


Personal Financial Website

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