My F&M
&

My F&M

My Wealth

Your balance sheet, right at your fingertips. Track everything you spend and save to stay on top of your wealth.

My Holdings

Monitor your asset allocation, account positions, and investment performance, in a safe environment that keeps your data secure.

Schwab Alliance

Tap the resources of our third-party custodian to access monthly statements, view intra-day pricing, and deposit checks with Schwab Mobile Deposit.

  • Access on-demand performance data presented in an easy, consistent format
  • View up-to-date holdings and asset allocation to monitor current portfolio position
  • Oversee flows in and out of your portfolio
  • Summary of portfolio's income generation over the past 12 months

My Vault

Secure storage of your Foster & Motley documents as well as those provided by you, such as tax returns, estate planning documents, etc.

My F&M

My Holdings

& My Holdings

Monitor your asset allocation, account positions, and investment performance, in a safe environment that keeps your data secure. Install our mobile app to access your personalized My Holdings site.

get the my holdings app on App Store get the my holdings app on Google Play

Schwab Alliance

Tap the resources of our third-party custodian to access monthly statements, view intra-day pricing, and deposit checks with Schwab Mobile Deposit. Install the mobile app to access all the features.

get the Schwab app on App Store get the Schwab app on Google Play
My Wealth

& My Wealth

Your balance sheet, right at your fingertips. Track everything you spend and save to stay on top of your wealth.